UA-185291695-1 Financial Adviser, Jobs, 17

Financial Adviser

Financial Planner - St Albans, East England

Ref: 17Monday 11 October 2021

£35,000 - £40,000 + Bonus

Our Client is a well-known firm with a strong HNW client base, the senior team are looking to hire an experienced Financial Adviser who can build a client bank. Our client focuses on, providing their valued clients with direct access to the people who are looking after their financial affairs.  You will work alongside other Financial Planners and be provided with back-office support. 

Our client is growing through its referral business and through the acquisition of new books of business.  

The Opportunity

This opportunity would be suitable for any Level 4 Diploma qualified professionals, looking to take advantage of a rich lead source, existing clients and reputation whilst receiving industry high bonus structures. 

To be considered:

  • Hold previous experience within an IFA / Financial Planning Practice
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous  

Job Synonyms:                 

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner