Financial Adviser, Hertfordshire, Up to £55,000 Basic Salary + 40% Bonus + Clients Provided

Posted 31 December 2021 by Clever-HR
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Role: Independent Financial Adviser

Location: Hertfordshire

Package: Up to £55,000 Basic Salary + Bonus + Benefits + Clients Provided

Our client, a well-established and successful independent financial advisory firm, are looking for a charismatic and driven financial adviser to join their team. Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.

As a result of a period of continued success and growth, the firm are able to provide the successful individual with a regular flow of client leads as-well as back office support and continued professional development opportunities. Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.

Key Responsibilities

  • You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.
  • You must outline with your clients the type of on-going service that they wish to receive.
  • You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.
  • It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as appropriate.
  • You must utilise the research panel when selecting the tailored advice for your clients.
  • You will ensure that all client files are kept up to date and well maintained.
  • You must construct Investment Reports in line with company standards.
  • You will communicate effectively with the administration team and other resources.
  • It is important that you provide clear and accountable management information.
  • You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist areas.
  • You will liaise with internal departments including management and marketing.

About You

  • You will hold the Level 4 Diploma in Financial Planning (Or Equivalent). Level 6 / Chartered Status is desired but not essential.
  • You will be a confident and charismatic individual with excellent sales and presentation skills.
  • You must have exceptional interpersonal and organisational skills.
  • You will be driven and highly motivated to achieve and exceed business targets.
  • You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this.
  • You will have the ability to work individually as well as part of a team.
  • You will be IT literate.

Required skills

  • Financial Planning
  • Investments
  • Pensions
  • Taxation
  • Wealth Management

Reference: 42827596

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