Due to expansion, a unique opportunity has arisen for a Diploma-qualified Financial Adviser/Paraplanner to join Spillane & Co. Wealth Management Ltd.
The PracticePart of St. James's Place Wealth Management, Spillane & Company Wealth Management Ltd is a dynamic and thriving firm. Operating from prestigious premises within the busy town of Colwyn Bay, our clientele is discerning, our standards exacting. Working in a highly professional, yet relaxed, informal environment, our people share in the success of the business.
The IndividualEmployed or self-employed, the successful candidate will have considerable experience in the industry and be able to demonstrate excellent client-facing skills. Knowledge of research tools (e.g. FE Analytics) is imperative, along with an in-depth understanding of producing Suitability Letters and associated reports. You may be required to stand in for the Director and other advisers – a task you will undertake with impeccable professionalism and articulacy.
The RewardsOur remuneration policy rewards our people towards the upper end of industry expectations, and the right individual will have the opportunity to build significant ongoing value within the business.
Next StepsIf you have the drive and self-motivation to succeed within our Practice, please send a copy of your CV, along with a covering letter explaining why you believe you are suitable for this role to:
Chris Spillane, Managing Director, Spillane & Company Wealth Management Ltd, Commodore House, 51 Conway Road, Colwyn Bay, Conwy LL29 7AW