Join our award winning team

Montfort is seeking experienced professionals to join its team of leading IFAs and professionals. These full-time positions are an opportunity to join a dynamic company offering excellent benefits and in-house training and support.

We offer outstanding career progression and first-hand experience within this highly complex area of global financial planning.

If you believe you would make an excellent and valued member of the Montfort team and your skills and experience match the job requirements, please email your CV to Montfort director Glenys Davies on glenys.davies@montfort-intl.com

Contact

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.

 

Apply
Close

Apply Today

Montfort have provided me with such a great opportunity to develop my skills as a Paraplanner. The quality of the training I have received and the support I have been given has been first class. There's a real sense of team spirit and I thoroughly enjoy coming in to work.

Martyna Gluchowicz Parraplanning Assistant - Montfort

Ask A Montfort Finacial Planning Expert

Ask an expert

To speak with one of qualified financial advisers, please do not hesitate to contact us with any queries you may have regarding your financial planning and the services we offer. We would be delighted to be of assistance.