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Opportunity To Join The Wealth Management Team!

Alextra Wealth Management Hiring

 

We are looking for a qualified financial planner to join our growing firm. We believe in serving the local community with truly Independent Financial Planning and our goal is to work with people to help them live their best life.

The ideal candidate will be level 4 qualified and working towards Chartered status, with experience of cashflow forecasting and a strong track record of managing client relationships. We have offices in Cheshire and Staffordshire where the majority of client meetings usually take place. We also conduct virtual client meetings where required. An established client bank is not essential and you will receive administration support for all aspects of the role from both our in house team and external para-planning and compliance providers.

 

This role would suit a:

 

Competitive remuneration package plus benefits.