We are looking to recruit an additional financial adviser to our well-established practice. The practice works closely with the associated solicitor’s practice offering a range of complementary services. Both practices strive to put client needs at the focus and to take an innovative, and holistic, approach to identifying and addressing those needs. Having grown through the recent economic downturn, the two practices are currently going through further expansion and development. The practices have a strong track record of training and developing staff, supporting many through studies for professional examinations.

The successful applicant will be experienced in offering financial advice on a ‘whole of market’ basis and will be qualified, at least, to Diploma level. Proven experience of all aspects of the advisory process is essential from initial client contact, through the provision of advice, implementation of recommendations to extend to ongoing monitoring. The practice works on a collaborative basis and the successful application will work with our two IFAs and will benefit from administrative and para-planning support both in-house and externally.

As a an experienced adviser, you are likely to have a client following, and you will expect to be involved in generating new business. This is a rare opportunity to develop your own specialist skills in a cross-disciplinary environment giving added value to current and new clients.

We offer flexible working hours, a friendly working environment, and opportunities for professional studies and career progression. Our offices are located just off the A38 at Lee Mill, approximately 11 miles North East of Plymouth, and 30 miles South West of Exeter.

Please send a detailed CV to personnel@swlaw.co.uk or to:

The Practice Manager
SWLaw Investment & Financial Planning
Kingsley Close
East Way
Lee Mill
Devon
PL21 9GD