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Exciting Opportunity for a Qualified Financial Advisor - Employed Role
Benefits: DIS, PMI, Pension
Are you a talented Financial Advisor ready to take on an exciting and rewarding challenge? We have a fantastic opportunity for a qualified advisor to join an established and highly regarded independent wealth planning firm. Based just outside Hemel Hempstead, this boutique firm offers whole-of-market advice to both local and international families, as well as SME owners across Hertfordshire and London. Their services include investment management, tax planning, cashflow modelling, retirement planning, and protection strategies. Their client relationships are longstanding, and they pride themselves on providing exceptional service.
What’s on Offer:
- Manage Existing Clients - You’ll inherit a book of business from a retiring advisor, ensuring continuity of care for long-term clients.
- No Sales Pressure - This is a servicing role based purely on referrals, with no sales targets.
- Full Support - Enjoy full administration and paraplanning support to help you focus on advising clients.
- Hybrid Role - Enjoy a flexible hybrid working model for a great work-life balance.
- Attractive Package - A competitive salary of around £50,000, with an OTE of £85k, plus excellent benefits (DIS, PMI, pension) and a generous holiday allowance.
Ideal Candidate:
- At least 4 years of advising experience.
- A background in independent wealth planning and a passion for delivering exceptional client service.
- Ability to build lasting relationships with clients and manage an existing book of business with minimal need for new client acquisition.
This is a unique opportunity to work with a forward-thinking firm that values long-term relationships and offers a supportive, positive working environment.
If you’re ready to take your career to the next level, get in touch today with Laura at Financial Divisions for more details on this or any other exciting opportunities!
