About Beaufort Financial
Our aim is to provide and deliver sophisticated financial planning to individuals and companies, in a transparent and value-driven manner through partnerships with advisory firms. We act for the client and believe that the quality of what we do sets the success benchmark for the company.
Due to our continued success and growth, we have a rare opportunity for a Junior IFA to join this well-established, personable practice to support one of our IFAs. Our IFA has been providing financial advice in London for over 30 years and covers all areas of financial planning including investments, retirement, IHT and protection.
This is an excellent opportunity to work with an existing client bank, with the support of a highly qualified back office support team. Full training and support will be given, however existing experience in a similar role will be highly advantageous e.g. either a Junior IFA looking to progress or a Paraplanner looking to move into a client servicing role.
90% of our clients are based in Central London, so the successful candidate will work out of our Westerham office but spend a significant proportion of their working week seeing clients in Central London.
What we can offer: