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QUALIFIED ADVISOR - Near Hemel Hempstead - Circa £55,000+ - £75,000 (DOE) + Annual Bonus/Benefits

Financial Divisions
Posted 3 days ago, valid for 7 days
Location

Hemel Hempstead, Hertfordshire HP11AB, England

Salary

£400,000 - £600,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Qualified Advisor with no client acquisition required, focusing on existing clients.
  • Candidates should have at least 5 years of experience in wealth management and financial planning.
  • The role involves managing the financial needs of approximately 200 longstanding clients with over £150 million in funds under management.
  • The salary range for this position is between £55,000 and £75,000, plus bonuses and benefits, depending on experience.
  • In addition to qualifications, the ideal candidate must demonstrate gravitas and competence in managing client relationships.

QUALIFIED ADVISORNO CLIENTS ARE REQUIRED - THEY DONT WANT SOMEONE TO BRING CLIENTS

5 Years + Experience

We are looking for someone who has experience, is dynamic, a self-starter and who can get up to speed quickly. The person must be efficient, very good with admin and a safe pair of hands.

The core focus of the role is to look after the wealth management and financial planning needs of circa 200 of our existing longstanding clients’ funds under management is in excess of £150 million.

Salary band for this role is based on experience and in the region of £55,000 to £75,000 plus bonus and benefits although at the upper level we would be looking for the skills and experience we have in the current team (10 years plus delivering a similar as a chartered planner).

Although we are looking for a qualified adviser it is not just about having the exams. Gravitas, experience and being able to demonstrate skills and competence in dealing with longstanding client relationships is also key.

To apply for this role and to have a further discussion about what this opportunity can bring you, please contact Samantha at Financial Divisions

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.