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Financial Advisor

Openwork Services Limited
Posted a day ago, valid for 10 days
Location

Hatfield, Hertfordshire AL108AG

Salary

£30,000 - £100,000 per annum

Contract type

Full Time

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Sonic Summary

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  • We are looking for a financial adviser to join a customer-centric firm in Hatfield, with options for full or part-time work.
  • Candidates must hold a DipFA or equivalent Level 4 qualification and have some experience providing financial advice.
  • The position offers a basic salary ranging from £30,000 to £45,000, depending on experience, along with a generous commission structure.
  • The role includes responsibilities such as providing holistic financial advice, prospecting new clients, and working closely with the admin and paraplanning team.
  • Additional benefits include bespoke training, full admin support, a starter client bank, and opportunities for career progression into senior roles.

We are recruiting a financial adviser on a full or part time basis to join a thriving, customer centric firm in Hatfield. Located close to the station, with modern offices and a supportive and cohesive team to take you to success.

They offer an uncapped, generous commission structure, full admin and paraplanning support and individual career progression tracks including the potential to become a profit share or equity share partner.

Key Responsibilities as a Financial Advisor:

  • Provide high quality holistic financial advice in line with company standards.

  • Work in partnership with the admin and paraplanning team.

  • Prospecting new clients and gaining referrals to generate new business.

  • Carry out CPD to maintain relevant and up to date skills and knowledge.

Requirement Skills & Qualifications for a Financial Advisor:

  • Must hold a DipFA or equivalent Level 4 qualification for financial advice.

  • Some experience providing advice. Previous experience of giving financial advice considered.

  • Outstanding communication and customer service skills.

Benefits for a Financial Advisor:

  • Basic salary of 30,000 to 45,000 depending on experience.

  • Part time available on pro rata basis. Days and hours flexible to suit.

  • Generous commission structure on all bankings.

  • Starter client bank provided.

  • Modern and well-maintained office based in Hatfield, 5 mins walk from the station.

  • Potential for progression into Senior positions and profit/equity share.

  • Bespoke ongoing training and development.

  • Full admin and paraplanning support.

  • Monday to Friday 9am to 5pm.

  • Free onsite parking

  • Autoenrollment into company pension.

  • Lunch on a Friday provided.

  • 2 Team away days per annum.

  • 20 days holiday plus Bank holidays.

  • Become part of a renowned network, benefiting from our proposition, provider relationships and compliance support.

Apply now by submitting your CV to take the next step in your career as a Financial Advisor.

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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.