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© All Rights Reserved. ApplyBlast.com
de Lisle Financial Planning
An established IFA practice is seeking an experienced Financial Adviser to manage an existing portfolio of approximately 150 clients with £28m in assets under advice. This client servicing role focuses on conducting annual reviews, providing ongoing advice, and retaining relationships within an established client bank. The position includes administration and paraplanning support, allowing the adviser to concentrate on advising and developing client relationships rather than cold prospecting.
We are financial advisers that specialise in financial planning for small business owners and professionals approaching retirement in Cheltenham & Cirencester, helping them organise their finances so that their money works as hard as they do.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for de Lisle Financial Planning.
Right around the average for this role