Financial adviser jobs with leading South East firm based in Ashford Kent

Financial Advisers Jobs – Experienced Financial Advisers Required

We are actively recruiting experienced financial advisers to join our growing team. We are not particularly looking for you to bring a book of business over. But, we wouldn’t say “no” if you did!

So if you are looking to join a dynamic team, focussed on providing excellent client service while providing both your clients and yourself with a sustainable future Contact our MD, James Cole.

Full details of our Adviser Proposition.

About Talis

Talis is a growing independent financial advice business headquartered in Ashford, Kent. We also have a London office.

Talis is a  SIFA member, with 10 advisers, and a chartered financial planner running technical support full time. We have another seven support staff and we use Iress’ “XPlan” to run our back office. This cloud based infrastructure is always on and can be accessed from most browsers from anywhere there is an internet connection. All our support material is stored in the Office 365 cloud, so our advisers are equipped to work from anywhere whenever they want.

We also utilise XPlan Touch which allows our clients to log in to a secure website, branded Talis, to receive real time valuations on their plans and exchange secure messages with us. Our clients expect his state of the art support. We have adopted e-revenue which makes our payments to advisers even more efficient.

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