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P W White & Partners Ltd

P W White & Partners Ltd is a family-oriented firm of Financial Advisers and Insurance Brokers located in Amersham for over 50 years.

We offer a highly professional service and as a well-established firm. Many of our clients have grown to become more like long-standing friends with whom we enjoy a one-to-one, comfortable, friendly relationship based on trust.

Ours is a clear, courteous and personalised service, designed to meet all client requirements.

Based in Amersham On The Hill within a short walk from the Metropolitan Line railway station and local shops, our advisers are well qualified and have many years experience in the profession.

Financial Planner - Amersham - £40k-£65k
£40,000 - £65,000 yearly
P W White & Partners Ltd
08/10/2020
Full time
• Please mention Financial Planning Jobs when applying • Well established (over 50 years) Financial Planning and Advisory firm are seeking an experienced Adviser to join their team.  The role has arisen partly due to the impending retirement of a Senior Adviser within the firm. The firm specialises in investment and retirement advice, particularly for those in and around retirement age. The successful candidate will be able to demonstrate an ability to work with mid to high net worth clients in all areas of financial planning, including the use of cash flow reports, and have a good technical knowledge of pensions.   The candidate will be minimum Level 4 qualified but ideally will be working towards Chartered status.  Whilst the position is based in Amersham, we fully recognise that some home based working has its merits and can be considered.    Due to the impending retirement of an existing Adviser there will be an existing...