Goddard Perry Consulting Ltd

Goddard Perry Consulting are Croydon based Independent Financial Advisers and Employee Benefit Consultants who specialise in providing financial planning advice and business solutions.

Since the very beginning, Goddard Perry Consulting has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.

We provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.

Our experience managing the wealth of individuals, families, entrepreneurs and executives is at the core of what we do. Our total wealth solution enables us to discover what matters to you. We work with you to draw up a detailed financial blueprint that’s flexible enough to adapt to your unique changing circumstances.

At Goddard Perry Consulting, our job is to help you set goals and then create a plan to achieve them. Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By using Goddard Perry Consulting, you can be sure that your collective financial needs can be regularly reviewed and discussed, if required, in an ever-changing financial climate.

14/05/2024
Full time
£35,000 - £40,000 yearly
Goddard Perry Consulting Ltd Hybrid (Croydon, UK)
We are Independent Financial Planners, and are  seeking a desk based adviser to service an existing client bank, advising clients virtually.  Paraplanning and administration support will be  provided. This is an employed role offering a basic salary of circa £35K - £40K dependent on experience, and a bonus scheme. It will be providing a full suite of advice covering pensions, investments, tax planning, IHT, retirement planning, lifetime financial plans and protection.  The successful candidate could also give mortgage advice if they have the relevant qualifications. Competent Adviser Status and 6 months + advising experience an advantage  Diploma in Regulated Financial Planning essential Ideally looking to work towards your Chartered Status You will ideally be based in a commutable distance from the Croydon office The role can potentially be a hybrid role dependent on experience Potential for career progression...