Milestone Financial Planning, based in modern offices on the outskirts of Chesterfield, is a small business entering a new era of growth. Two well-established Financial Advisers with over 40 years of ‘know how’ and experience between them have recently joined forces to develop the business.
This is a small firm with a big commitment to client care. Their highly valued portfolio of clients keep them very busy, however an existing local network of Accountants and Solicitors are regularly bringing more referrals – hence the need for a new Financial Adviser.
The role will suit a Diploma qualified Adviser with the interpersonal skills to develop and nurture long term relationships, plus the knowledge to discuss a range of financial options with confidence. The successful applicant will have a proven track record of providing high quality financial advice for at least 3 years.
The Milestone working environment may be less pressured and sales driven than you are familiar with. This is a unique opportunity to focus on your relationship building skills rather than being targeted with lead generation and finding new business. However, you must be highly motivated to deliver an exceptional service if you intend to keep up with the high standards the clients at Milestone expect from the team.
The package on offer is competitive and will definitely meet the needs of the right candidate. The company is supportive and inclusive, less than full time working hours would be considered.
For a confidential discussion about your career goals and the detail of the package on offer, please email recruitment@milestonefp.co.uk providing contact details for a follow up conversation.
No Agencies – Thank you
Top Rated Financial Advisors
