Financial Adviser

Recruit UK

Posted 23 days ago, valid for 7 days

Berkhamsted, Hertfordshire HP4 1NS, England

£42 - £60 per hour

Full Time

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Sonic Summary

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.

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