Financial Advisor
Financial Advisor, East Hertfordshire Up to £70k Hybrid working If you are an experienced financial advisor who is looking for a client servicing advice role, then this position could be for you. The firm has a large number of clients and they are looking to get an experienced advisor on-board to help the existing advisors ensure their clients get the best possible service. As a result the firm will pass you between 100-200 clients and you will service them and carry out their review process. This is not a new business focussed role. The Business The firm have been running for over 10 years, so are an established IFA in the area. They are a whole of market firm who put the client at the centre of everything they do, with the ultimate aim of helping their client reach their financial goals. The firm is a small to medium sized business with a couple of offices, but are head quartered in East Hertfordshire. They have lots of plans in the coming years and as part of that journey, they need an experienced advisor to join them and take care of an existing bank of clients. The Role Working as an advisor with this business, you will take on a bank of somewhere between 100 and 200 clients and carry out the annual review process to make sure they are happy and that the original advice is still suitable. The majority of advice will be done over the phone/teams calls however there will be some face to face advice which may require some travel. You can work from the office and home as it is a hybrid working position. Benefits A salary range of £50,000 to £70,000 dependent upon experienceHybrid working availableExam SupportHoliday/pension schemeLife coverThe firm can be flexible and are happy to discuss benefits Desired Experience The level four diploma in financial adviceExperience as an advisorWorking toward chartered is a preference but not essential Applying If this role sounds of interest, then please apply below and we will be in touch as soon as possible to discuss further Synonyms Wealth advisor, financial planner, financial adviser, wealth manager
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