We are a Financial Services Company with more than 50 years’ experience of providing fully independent advice on pensions, investments, protection, tax and wealth management for individuals and companies. We pride ourselves in offering an expert and personal service for our clients.

Due to continued growth in this area, we currently have the following two job opportunities to join our team.

To apply please e-mail your CV to delia.stares@budgeandco.co.uk together with salary expectations.

The Role

This role is an outstanding opportunity for an experienced Adviser, who enjoys working with high net worth clients, who is looking for a role with excellent back office support and a client base to service.

We pride ourselves in the quality of service and advice we provide to our clients and your goal will be to ensure clients make wise decisions to meet their financial goals, advise clients on current financial issues, customise client’s financial plans, and build strong relationships to retain existing clients and build introducer relationships and generate new business.

Whilst this is not a pre-requisite, we would also consider applicants who have their own portfolio of transferrable clients

About You

You will need to have previous experience working as a Financial Adviser, with Level 4 qualifications, with Competent Adviser Status already have been achieved, and previous experience ideally in an IFA or Wealth Management Company.

You should have excellent communication skills, be a team player and have a flexible and thorough approach with the ability to prioritise work.

The Role

Key Duties

We are seeking a Financial Services Administrator with at least 2 years’ experience working within the Financial Services industry, ideally, in a similar role within an IFA / Financial Advisory environment.

We are looking for someone with good communication and numeracy skills, coupled with knowledge of Investment products, pensions, Investments, SIPPs and SSAS’s.

You would be working as part of a team, supporting the Advisers and Financial Planners by liaising with policy providers, updating and maintaining client records and processing new business applications, fund switches, income and withdrawal requests and monitoring the process through to completion.

Experience and knowledge of dealing would also be an advantage.

Experience of using Xplan as a back-office tool would be an advantage but not essential.

Full or Part Time

Salary negotiable depending on experience

For all roles we offer:

• 27 days holiday per annum plus statutory holidays
• Pension contribution
• 2 x DIS
• Free parking