_{10th December, 2025}

Our client is a well-established advice firm that provides holistic advice to their client base.

Responsibilities:

• Support a small team of senior advisers with developing strategies for their clients 
• Vetting all SoA's
• Help the advisers manage clients, attend meetings, complete investment research
• Preparing high quality, accurate, timely and compliant statements of advice (SoA) on behalf of the advisers
• Working closely with the advisers in developing complex strategies for new and existing clients
• Assisting the advisers to ensure that all elements of the advice process are conducted in an ethical and compliant manner, in accordance with policy

Experience:

• Experience writing SoAs and RoAs 
• Broad knowledge of financial planning concepts, legislation and regulations
• 2 - 3 years previous experience
• Xplan experience

If this sounds like you, please apply via the link below for a confidential chat!

Apply For Job