• Good written and oral communication
• Discretion and confidentiality
• Computer literate
• Concentration and attention to detail
• Good telephone manner
• Self-motivated
• Customer orientated

• Well organised
• Good time management
• Communication skills (verbal, listening)
• Attentiveness and patience especially when dealing with clients

Opportunity to progress through our Graduate Scheme, which provides the option of two career paths; a Diploma qualified Financial Adviser Or Diploma qualified Paraplanner.

The option to remain in an administrative role and progress through our internal positions, taking on some supervisory and management tasks.