Financial Advisor

Finlink Ltd

Posted 8 hours ago, valid for 7 days

Bishop's Stortford, Hertfordshire CM23 3BT, England

£40,000 - £48,000 per annum

Full Time

Retirement Plan

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Sonic Summary

The position is for a Financial Advisor in East Hertfordshire, offering a salary of up to £70,000 depending on experience.
The role focuses on servicing an existing client base of 100-200 clients rather than new business development.
Candidates are required to have a level four diploma in financial advice and prior experience as an advisor.
The firm has been operating for over 10 years and prioritizes client satisfaction with a whole-of-market approach.
This is a hybrid working role that includes both remote and some face-to-face client interactions.

Financial Advisor, East Hertfordshire

Up to £70k

Hybrid working

If you are an experienced financial advisor who is looking for a client servicing advice role, then this position could be for you. The firm has a large number of clients and they are looking to get an experienced advisor on-board to help the existing advisors ensure their clients get the best possible service. As a result the firm will pass you between 100-200 clients and you will service them and carry out their review process. This is not a new business focussed role.

The Business

The firm have been running for over 10 years, so are an established IFA in the area. They are a whole of market firm who put the client at the centre of everything they do, with the ultimate aim of helping their client reach their financial goals. The firm is a small to medium sized business with a couple of offices, but are head quartered in East Hertfordshire. They have lots of plans in the coming years and as part of that journey, they need an experienced advisor to join them and take care of an existing bank of clients.

The Role

Working as an advisor with this business, you will take on a bank of somewhere between 100 and 200 clients and carry out the annual review process to make sure they are happy and that the original advice is still suitable. The majority of advice will be done over the phone/teams calls however there will be some face to face advice which may require some travel. You can work from the office and home as it is a hybrid working position.

Benefits

A salary range of £50,000 to £70,000 dependent upon experience
Hybrid working available
Exam Support
Holiday/pension scheme
Life cover
The firm can be flexible and are happy to discuss benefits

Desired Experience

The level four diploma in financial advice
Experience as an advisor
Working toward chartered is a preference but not essential

Applying

If this role sounds of interest, then please apply below and we will be in touch as soon as possible to discuss further

Synonyms

Wealth advisor, financial planner, financial adviser, wealth manager

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