Financial Adviser

Financial Advisor - Harlow, East England

Ref: 1614Monday 8 July 2024

£50,000 - £70,000

We are partnering with our client to find an experienced Financial Adviser to join their rapidly expanding team in Bishop's Stortford. If you are a skilled and self-driven financial adviser with a talent for building client relationships, a passion for networking, and a commitment to providing outstanding service, this role could be your perfect match.

This position offers a competitive salary and bonus structure, along with the opportunity to manage an existing client portfolio, presenting a unique chance to make a substantial impact.

Key Responsibilities:

  • Cultivate and maintain relationships with existing clients and manage new client leads
  • Confidently conduct initial meetings through to implementation, including drafting suitability reports
  • Effectively service an existing book of clients

Preferred Requirements:

  • Diploma-level qualification with competent adviser status for at least 2 years
  • Proven experience as an independent financial adviser
  • Expertise in designing and delivering cash flow modelling to clients
  • Strong networking abilities and relationship-building skills
  • Chartered Financial Planner status or progress towards Chartered level is desirable
  • Familiarity with Intelligent Office (iO) and Voyant software is desirable

If you meet these qualifications and are excited to join a growing team, we encourage you to apply for this fantastic opportunity.

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