- Diploma-qualified Financial Adviser/Paraplanner

Due to expansion, a unique opportunity has arisen for a Diploma-qualified Financial Adviser/Paraplanner to join Spillane & Co. Wealth Management Ltd.

The Practice

Part of St. James's Place, Spillane & Company Wealth Management Ltd is a dynamic and thriving firm. Operating from prestigious premises within the busy town of Colwyn Bay our clientele is discerning, our standards exacting. Working in a highly professional, yet relaxed, informal environment, our people share in the success of the business.

The individual

Employed or self-employed, in office or remote, the successful candidate will have considerable experience in the industry and be able to demonstrate excellent client-facing skills. Knowledge of research tools (e.g. FE Analytics) is imperative, along with an in-depth understanding of producing Suitability Letters and associated reports. You may be required to stand in for the Director and other advisers – a task you will undertake with impeccable professionalism and articulacy.

The rewards

Our remuneration policy rewards our people towards the upper end of industry expectations, and the right individual will have the opportunity to build significant ongoing value within the business.

- Paraplanner

Due to expansion, a unique opportunity has arisen for a Paraplanner to join Spillane & Co. Wealth Management Ltd.

The Practice

Part of St. James's Place, Spillane & Company Wealth Management Ltd is a dynamic and thriving firm. Operating from prestigious premises within the busy town of Colwyn Bay our clientele is discerning, our standards exacting. Working in a highly professional, yet relaxed, informal environment, our people share in the success of the business.

The individual

Employed, in office or remote, the successful candidate will have previous experience in the industry and be able to demonstrate excellent communication skills both with clients and within our team. Knowledge and understanding of producing Suitability Letters and associated reports is essential. 

The rewards

Our remuneration policy rewards our people towards the upper end of industry expectations, and incorporates a structured bonus and incentive scheme. 

- Client Servicing Administrator

Due to expansion, a unique opportunity has arisen for a Client Servicing Administrator to join Spillane & Co. Wealth Management Ltd.

The Practice

Part of St. James's Place, Spillane & Company Wealth Management Ltd is a dynamic and thriving firm. Operating from prestigious premises within the busy town of Colwyn Bay our clientele is discerning, our standards exacting. Working in a highly professional, yet relaxed, informal environment, our people share in the success of the business.

The individual

Employed, in office or remote, the successful candidate will have previous experience working within the industry and be able to demonstrate excellent communication skills both with clients and within our team. Strong organisational skills and attention to detail are imperative, as well as a positive drive for career growth. Knowledge and understanding of St. James's Places procedures and documentation would be advantageous. 

The rewards

Our remuneration policy rewards our people towards the upper end of industry expectations, and incorporates a structured bonus and incentive scheme.