Financial Adviser

An exciting opportunity for an experienced Financial Adviser to join a successful business, who will have the opportunity to move into directorship as the company grows.

Job Title: Financial Adviser

Location: Gerrards Cross, hybrid working available

Salary: Hugley flexible, able to consider most senior salaries plus bonus and generous benefits package.

Company Overview:

Our client was originally established in 1983 and has since grown into a successful and client orientated firm. Based in Gerrards Cross, they look after individuals, families and businesses in London, the Home Counties and the local area. As an independent firm, they are hugely client focussed and offer a full range of financial planning solutions ensuring clients receive the best appropriate advice whatever their needs.

Currently going through a process of transition, they are planning for an exciting future and as a consequence looking for new talented individuals to help drive them forward.

About therole:

We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms’ future development plans.

Ideally the successful candidate will be a Chartered Financial Planner and will be expected to have a comprehensive understanding of investments and pensions.

Skills and Experience

• Either Chartered status or close to
• Proven track record - minimum 3 years
• A proactive approach to client care, able to take ownership of your work and meet deadlines and targets
• Able and willing to work with IT, including specialist industry software
• Have a good understanding of regulation and legislation applicable to an advisory role
• Experience in attracting and maintaining relationships with high-net-worth clients
• Able to nurture existing and generate new professional connections
• Enthusiasm, drive, determination and self-motivation to secure new business
• A high level of confidence, presentation, and interpersonal skills

Additional Information:

We will provide full dedicated administration and paraplanning support, leading back-office software (Intelliflo, Dynamic Planner, Selecta Pension) and allowing flexibility in how you work.

This position will provide the opportunity to lead and work towards achieving directorship within the company so a very good opportunity for someone looking for that next big step in their career.

We offer: a workplace pension (Aviva), Healthcare (Westfield), generous holiday entitlement, inclusive culture, promoting employee wellbeing and engagement.

What's next?

If youfeel you have the desired experience and skills to succeed in this role, we invite you to apply! After applying, one of our specialist consultants will be in touch to discuss your application and experience further before moving forward to interview stage.

Please note, all applications are appreciated but only shortlisted candidates will be contacted for an interview.