Financial Advisor

Finlink Ltd

Posted 6 days ago, valid for 12 days

St. Albans, Hertfordshire AL3 6JZ, England

£40,000 - £48,000 per annum

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

The Financial Advisor position offers a salary of up to £60,000 and requires at least 2 years of experience in providing regulated financial advice.
Candidates must hold a Level 4 Diploma and have a track record of acquiring new clients while maintaining long-term relationships.
The role is part of a fee-based independent financial advisory firm that has been operating for over 20 years, focusing on holistic financial planning and investment management.
Additional benefits include a quarterly bonus scheme, hybrid working options, a client bank, holiday entitlement, and employer pension contributions.
Interested applicants should submit their CV and contact details to apply for this opportunity.

Financial Advisor

Up to £60,000

Hybrid working

This role is suited to those who have at least 2 Years’ experience in providing regulated financial advice. As an existing adviser, you’ll be at least Level 4 Diploma qualified. You’ll be experienced in both winning new clients, as well as maintaining existing long-term client relationships. If you are looking for a new challenge in an established business, then this may be the role you have been looking for. The basic salary offered is up to £60,000 which also comes with the ability to earn a quarterly bonus in addition.

The Business

The business is a fee-based independent financial advisers providing financial planning for their clients. They provide a holistic approach to both financial planning and investment management. They have been in operation for over 20 years and take pride in building long-term relationships with their clients by providing high quality, bespoke advice to meet their individual needs. The business provides biblical financial advice and each year, between 10%-20% of profits are donated to the charitable trust set up by the directors.

The Role

An established team of financial planners, paraplanners, and administrators is already in place. The business is looking for an experienced financial planner to join the team to become an integral part of the advisory function. You will be provided with a client bank and therefore, you will need to be experienced in maintaining strong and long-standing client relationships. In addition, an important part of the role will be the ability to develop new client relationships.

The Benefits

Salary up to £60,000.
Quarterly bonus scheme based on new business production.
Hybrid working pattern.
Client bank provided.
Holiday entitlement.
Employer Pension contribution.
Further benefits are to be confirmed.

If you think this is of interest to you, then the next step is to apply. Just attach your CV along with your basic contact details and we’ll do the rest.

Synonyms

Financial adviser, financial planner

Apply now in a few quick clicks

Financial Advisor

Financial Adviser

Junior Financial Adviser

Trainee Financial Adviser