Financial Adviser

Financial AdviserHybrid WorkingLocation: Bishop's StortfordSalary: Circa £55-£60K plus up to 30% Bonus We are working with our client to recruit an experienced Financial Adviser to join a rapidly growing team based in Bishop's Stortford. If you are a proficient and self-reliant financial adviser who excels in building client relationships, enjoys networking, and is dedicated to providing exceptional service, this could be the ideal opportunity for you. This role offers a competitive salary range and bonus structure, along with the potential to manage an existing book of clients, making it an exciting opportunity to make a significant impact. Key Responsibilities:

• Manage and nurture relationships with existing clients and handle new client leads
• Confidently manage initial meetings through to implementation, including drafting suitability reports
• Service an existing book of clients effectively

• Diploma-level qualification with competent adviser status held for at least 2 years
• Proven experience as an independent financial adviser
• Proficiency in designing and delivering cash flow modelling to clients
• Strong networking skills and the ability to build relationships
• Chartered Financial Planner status or working towards Chartered level desirable
• Experience with Intelligent Office (iO) and Voyant software/specialist software desirable