Stephen Cainer – Wealthcare Ltd
Diploma qualified (or close to).
Employed. The individual we would very much like to welcome must be a team player, be interested in developing skills across all financial planning areas and have a sense of humour.
Why is your firm different?
Wealthcare is a multi-disciplinary practice, specialising in several areas including employee benefits, goals-based investment solutions, Private Medical Insurance and mortgage and corporate funding. We have been fee-based for several years and are excited about the potential RDR brings.
Our experienced team of staff delivers a high level service to quality clients.
We concentrate on providing every employee with support and training and the opportunity to develop both personally and professionally.
What is your plan for 2013?
We have developed a wide range of professional connections and continue to expand our joint venture base.
We are keen to add to both our team of experienced advisers and admin team to help us service our professional connections effectively without impacting upon service levels.