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Financial Adviser

Recruit UK
Posted 15 hours ago, valid for a month
Location

Berkhamsted, Hertfordshire HP4 1NS, England

Salary

£42 - £60 per hour

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • Our client is seeking a Financial Planner to join their growing team in their Hertfordshire branch.
  • The successful candidate must have a minimum of 3 years’ experience in financial advice and hold a Level 4 CII Regulated Diploma in Financial Planning.
  • The role involves managing existing client reviews while acquiring new clients, with leads provided by the company.
  • The annual salary for this position ranges from £42,000 to £60,000, depending on experience, along with additional benefits.
  • Candidates should possess strong organizational, planning, and communication skills, and be willing to network and generate new business.

Our client is seeking a Financial Planner to join their growing team in their Hertfordshire branchThe role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company.The successful candidate will collaborate with a supportive team, including advisers, paraplanners, administrators, and a client relationship manager, to enhance the client experience and develop the companies advice and investment strategies.

Requirements:

  • Essential:

    • Level 4 CII Regulated Diploma in Financial Planning.
    • Progressing towards Chartered status (started Level 6 qualifications).
    • Strong understanding of financial regulations.
    • Based in Bristol.
    • Willingness to network and generate new business.
  • Ideal:

    • Minimum of 3 years’ experience in financial advice.
    • Strong organizational, planning, and communication skills.
    • Innovative and proactive mindset.
    • Enjoys teamwork and collaboration.
    • Aligns with company values of integrity and ethical advice.

Whats on offer?

  • Annual salary - £42-60K plus benefits depending on experience
  • Pension
  • DIS
  • 25 days holiday, plus statutory holidays
  • Back office support

If of interest please contact me directly for a chat or please forward to colleagues if you know anyone who might be interested.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.