About You

Friendly rural office is looking to meet….an approachable finance whiz with a spark for chatting.

Are you organised, foodie, like nattering (particularly to older people), tech-savvy-ish, have a basic knowledge of finance, willing to tackle the CII exams, and want to challenge the financial adviser stereotype?

About Us

If so, then we would like you to meet our lovely little Shropshire independent financial advisers.  We are a tiny firm of 3, with a fabulous group of clients.  Our name is Morton-Wilson Associates Ltd, and we spend all of our time caring for, looking after, and advising our clients and their families.

About the role

Being a small company, a job with us would involve; collaborating with our advisers to craft financial plans, preparing reports and recommendations, fund research and analysis, updating client files, as well as all the little bits and bobs involved in office management.  We want you to experience, and contribute to, all aspects of our office life, but there is scope for you to develop and grow your role in whichever direction you best feel can help our lovely clients.

Pay to be commensurate with experience and how much you can bring to our little team.  Shropshire based preferred, but remote considered.

Contact

CV and a covering letter to Emma – emma@mwalimited.com

We can’t wait to meet you!