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© All Rights Reserved. ApplyBlast.com
de Lisle Financial Planning
Miller Knight is seeking a Servicing IFA Adviser to manage an existing portfolio of clients, focusing on building long-term relationships and providing comprehensive financial planning advice. The role involves conducting planning meetings, reviewing financial strategies, and guiding clients through various life stages without the pressure of generating new business revenue. This position is ideal for an experienced adviser or a professional transitioning from a paraplanning background who is Level 4 Diploma qualified.
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.
14% below the average for this role