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Independent Financial Adviser

Heat Recruitment Ltd
Posted 7 hours ago, valid for 23 days
Location

Bishop's Stortford, Hertfordshire CM23, England

Salary

£45,000 - £55,000 per annum

Contract type

Full Time

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Sonic Summary

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  • Our client is a Bespoke Financial Planning practice located in Bishop's Stortford, offering tailored advice to private and corporate clients.
  • They are seeking an experienced Financial Planner who will have access to a client bank from day one, with no pressure on new business targets.
  • The position offers a negotiable salary of £50,000 along with various benefits including an annual bonus scheme, contributory pension, and private health cover.
  • Client meetings primarily take place in the office, but virtual meetings are also accommodated, with all expenses covered for out-of-office meetings.
  • Candidates should have prior experience as a Financial Adviser to be considered for this opportunity.

Our client is a BespokeFinancial Planning practice based in Bishop's Stortford. They specialise in providing unique and bespoke advice to private and corporate clients. Having a highly successful joint legal venture,our clientensures they provide only the highest standard of advice on the market.

This is a fantastic opportunity for an experienced Financial Plannerto take on clients of the business from day one. Most clients come into the office although some are virtual. When you do have client meetings out and about, all expenses are covered. You will benefit from paraplanning and compliance support.
There is no pressure onnew business targets as there is already a client bank, of course, if this is part of the jobyou enjoy then thiscan be discussed.

Benefits:

  • 50,000, negotiable
  • Client bank from day one
  • Busy, full office with a great culture
  • Part-time or Full-time hours
  • Annual bonus scheme (very lucrative)
  • Contributory pension
  • DIS
  • Private Health Cover
  • Salary sacrifice schemes (cycle to work andelectric car scheme)
  • Social events throughout the year
  • Charity events
  • Health & wellbeing programme
  • Career development

What's next?

If you are already an experienced Financial Adviser but looking for a new home then please apply today to be considered for thisopportunity.Additionally, refer a friend or colleague to us and receive 200if we assist them in securing a new career.

Financial Adviser, Financial Planner, Adviser, Financial Service Adviser, Wealth Manager, IFA

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.