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 firstname.lastname@example.org or ring 01926 492406.
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.View Details
As an integral part of our team, KLO Financial’s Para Planners provide the research and formalisation of our client advice.View Details
As an integral part of our team our Investment Analysts provide the fund and product research and portfolio formalisation of our client advice.View Details
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.View Details
KLO Financial Services is a UK financial advisory business devoted to helping individuals with their financial planning needs. Our team of independent financial advisers and dedicated client managers provide client focussed advice in all aspects of financial planning. Aided by in-house investment analysis and portfolio construction we provide tailored solutions and ongoing investment management to assist our clients achieve their financial objectives. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.View Details