Financial Advisor

Finlink Ltd

Posted 17 days 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 of Financial Advisor in East Hertfordshire offers a salary of up to £70,000 depending on experience.
The ideal candidate should have at least level four qualifications and experience as an advisor.
This role involves managing existing clients as well as new leads from the associated law firm.
The firm provides a hybrid working environment, requiring five days in the office for client meetings and team collaboration.
Additional benefits include exam support, paraplanning/admin assistance, a holiday/pension scheme, and life cover.

Financial Advisor, East Hertfordshire

Up to £70k

Hybrid working

If you are an experienced financial advisor looking for a new role with a proper wealth advice business, then this position could be for you. The firm is an experienced wealth wing to a large law firm based in East Hertfordshire. The firm has a number of clients that need taking over whilst also having a large number of leads from the law business to work through, so the role can be focussed toward existing clients or new business, it's up to you!

The Business

The firm is a law business with a large number of lawyers dealing with a range of services, and you'll be working with the wealth advice wing of this business. 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. It's a smaller team with a few advisors and the back office team to support you.

The Role

Working as an advisor with this business, you will take on a number of existing clients the business works with, as well as taking on new business from the law firm. Naturally the leads that come through are from the business's existing clients, so they are very convertible. Minimal travel will be required as the majority of the firm's clients like to visit the office for face to face meetings, or are happy with phone/teams calls. As such the firm is looking for someone who is happy working with the team in the office five days a week.

Benefits

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

Desired Experience

Level four qualified
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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