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© All Rights Reserved. ApplyBlast.com
de Lisle Financial Planning
The IFA Administrator will support financial advisers by managing client cases from initiation through completion, processing pensions, investments, and ISA business, and ensuring compliance with FCA and GDPR standards. The role offers hybrid working within a modern, client‑focused financial planning practice, providing autonomy and a supportive team environment.
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.
38% below the average for this role