Lansdown Place are an expanding national IFA, delivering independent and impartial advice to clients from all walks of life. Our offices are at Berkeley Square in the heart of London, and at Lansdown House in the center of Bristol, but the people that make up Lansdown Place work all over the UK.
Whilst we set no requirements on clients, each member of our company must have a track record of very high achievement in their particular area of expertise. We are looking for people with natural integrity, character and real-life experience. Your personal vision and drive needs to be matched with a personable manner and a keen interest in people.
Our company aims to enrich the lives of everyone who touches it, and this applies to our staff and partners as much as to our clients. Lansdown Place only works with the very best people available, and we reward accordingly. We believe that as individuals we can reach our maximum potential by achieving a good work/life balance. Our experience is that very high performance results from a sustainable lifestyle as well as a desire to deliver.
As a contemporary firm we have maximised the advantages of technology and this allows us to network amongst ourselves and clients with ease. Our technology frees our staff to work very flexibly from any location and to work in a way that helps to achieve a work/life balance that benefits everyone.
We have openings for the following positions nationwide:
Wealth Advisors
Minimum five years experience with full CAS Status and advanced qualifications in at least one area of specialisation. Education to at least primary degree level is desirable. You should be familiar with the benefits of fee-based financial advice
Para-Planners
AFPC qualified para-planners with five years experience. Wealth or mortgage advisors who do not currently meet our experience requirements would also be appropriate for this role.
Customer Relationship Co-ordinators
Three years relevant experience in financial services administration.