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Cotswold Independent Financial Services is a professional, successful and well established Independent Financial Services company which has offered impartial financial planning advice to a loyal base of clients for many years.
Our success has been built around three core principles, integrity, professionalism and impartiality, coupled with a creative and innovative approach to financial planning and a belief in a bespoke client service.
The latest adviser to join us commented on the “friendly and straightforward approach from the team”, which reflects our approach of providing simple and straightforward financial guidance. If this sounds appealing please have a look at our current opportunities below and get in touch.
An opportunity has arisen for an employed Independent Financial Adviser to join Cotswold Independent Financial Services, based in Earlsdon in Coventry. Having experienced steady growth, and with seven advisers and a capable administrative team, the firm now wants to grow their capacity though the addition of a new employed adviser. Location is not a limitation as the firm is open to home working.
The role involves working with clients, administration and compliance. Salary is dependent on experience.
Cotswold Independent Financial Services provide advised services to individuals and businesses which include Pensions, Investment, Savings, Tax Planning, Protection, Auto-enrolment, Mortgages, Equity Release, Long-Term Care Fee Planning and Will Writing.
To find out more call 02476 920029 or email Stuart at stuart@cotswoldfs.co.uk
