Careers

Financial Adviser

Montfort is seeking an experienced financial adviser to join its team of leading IFAs, pension transfer specialists and professionals. The position presents an opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. The role further provides outstanding career progression and first-hand experience within this complex area of global financial planning.

What should the ideal candidate demonstrate?

• Proven experience as a financial adviser (CF30), ideally with some international exposure, including relevant product knowledge within the global financial planning sphere. Support will be provided by other advisers and a network of specialists on the more-complex areas surrounding international advice.
• Role-relevant qualifications including minimum Level 4, in line with RDR requirements, and
  ideally AF3 or AF7. It is further advantageous the individual be already working towards
  advanced qualifications such as Chartered or pension transfer specialist accreditations.
• Eligibility for a statement of professional standing from an accredited body.
• A self-starter with enthusiasm and a proactive work ethic who also has the ability to work
  autonomously and as part of a team to deliver the highest quality service to clients.
• Excellent communication skills.
• Compliant and an effective work process.
• Strong IT proficiency.

Montfort’s office is located in the Surrey Hills and in close proximity to major towns such as Guildford, Dorking, Leatherhead and beyond. A driving licence and means of transport is therefore hugely recommended. Benefits include a company pension scheme, healthcare, death-in-service cover and a generous holiday allowance.

Salary is dependent on experience and qualifications.