Join our dynamic and continually growing team of independent financial advisers and dedicated client managers. If you’re a motivated individual with excellent customer service skills, we’d love to hear from you. To apply for a position, upload your CV using the form or contact us at enquiries@klofinancialservices.com or ring 01926 492406.

Paraplanner

We’re recruiting an experienced Paraplanner to join our ever-expanding team.

The role will involve investment and fund research and analysis on our range of financial planning services. The role also encompasses comprehensive detailed strategy and suitability report writing to find the most suitable investment options for our clients.

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Trainee/Graduate Paraplanner

As an integral part of our team, KLO Financial’s Para Planners provide the research and formalisation of our client advice.

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Investment Analyst

As an integral part of our team our Investment Analysts provide the fund and product research and portfolio formalisation of our client advice.

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Independent Financial Adviser

The successful candidate will ideally have a number of years’ experience as an IFA in addition to an existing client bank to introduce into the company. They will be eager to continue to increase their client numbers and expected to introduce in the region of £10m per year into the companies AUM. Providing a professional and outstanding service to new and existing clients will be paramount to the successful candidate.

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Upload your CV

Interested in working for us? We may have other roles available that are perfect for you. Upload your CV today to register your interest.

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