Recruitment

Cool head and sharp mind required

Practice Manager required…

About You

At least 3 years relevant financial industry experience
Excellent knowledge and understanding of financial services sector
Excellent understanding of compliance and legal requirements for regulated firms is desirable
You are a great multi tasker,you get things done
Excellent team management skills
Excellent ability to solve problems,think logically and make decisions
Highly organised,methodical and disciplined
You have a positive attitude, willing to assist others
Excellent communicator (both verbal and written)

What’s on offer?

£40,000 - £50,000 pa salary depending on experience
Flexible working hours(scope for remote working)
28 days holiday per year
Staff pension and bonus
Working with great clients
Interesting and varied work

The job description can be found here - https://bit.ly/2AMaqMY

if you have the skills we are looking for, please email your CV to info@affluentfp.co.uk

Our service makes happy clients & wins awards.

We work hard to do what's right by our clients and have received industry accolades for our efforts.

Testimonials

MC, Management Consultant, Surrey

Mr SB, Renfrewshire Company Director considering final salary pension transfer

RA, Mechanical Engineer considering the transfer of a final salary pension

IS, London Management Consultant planning for early retirement

JM, Business Owner about to retire

AM, Consultant Anaesthetist

Good communication. Very knowledgeable and adapts to changing circumstances. Always has time.

JM, retired Business Owners

Working with Carl at Affluent FP has been one of the best decisions we've ever made. His knowledge of matters we've found confusing is extensive and he immediately put us at ease. Fifteen years on, his service still puts a smile on our faces.

JP, retired Hospital Doctor

Gives his advice in a straightforward trustworthy fashion!Puts one at ease- no apparent condescension!Provides opportunities for discussion quite readily and never gives the impression that one is taking up too much time.

JR, Project Engineer

Carl is very knowledgeable and attentive to our needs. He takes time to explain everything fully, and nothing seems too much trouble.

He made what is a stressful situation very comfortable, and his advice has proved spot on. I cannot recommend him highly enough.

AW from Glasgow

I have recently had a lifestyle financial forecast which proved very valuable as now I can plan to retire early, and to return to University to study my chosen subject. This financial forecast has therefore given me confidence in giving up my job to become a full-time student with the knowledge that I will be financially independent and do not need to worry about the financial future.

MJ, retired surgeon

Very approachable and takes time to know his clients well and to foster a good interpersonal relationship. Offers prompt response to any specific issues or questions which arise. Annual review is always thorough and comprehensive and takes time to explain proposals and their implications.

JB, Company Director

I have been a client for nearly 20 years, and through that period Carl has provided dependable and sensible advice which has resulted in us making some very good investments and steadily building up our capital. Most importantly Carl is trustworthy and professionalwith his customer's interests at the heart of is business.

GJ, retired Chartered Surveyor

Carl is a consummate financial advisor, friendly and approachable. He seems to really know his stuff, and will usually respond to email within hours, not days! Nothing seems like too much trouble to him, and I have truly appreciated his help over the years.