Employed Financial Adviser to Manage Existing Client Bank - St Albans - £65k-£75k, plus...

Posted 1 July by Financial Divisions
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plus competitive bonus and excellent benefits package with hybrid working.

My client, a well-established independent firm of Chartered Financial Advisers based in St Albans, is renowned for delivering clear, jargon-free advice on pensions, investments, retirement planning, tax strategies, IHT, trusts, mortgages, and protections across Hertfordshire. Having collaborated with this firm for some time, we'vewitnessed their organic growth and successfully placed several professionals who have thrived under their support and management.

As a financial advisor, you will provide expert guidance to clients, build strong relationships, ensure their needs are met, and offer peace of mind through professional, tailored financial advice.

The successful candidate will enjoy a high degree of autonomy, supported by robust guidance to ensure technical competency. Comprehensive on-the-job training will be provided to bridge any gaps in skills or knowledge, and full paraplanning support will be available.

Our client fosters a friendly and supportive work environment where everyone feels valued. The Senior Management Team maintains an open-door policy, encouraging staff to share issues or ideas for improving efficiency and enhancing both client and staff experiences. As a Chartered firm, they support all Financial Advisers in achieving Chartered status, covering the full cost of study support for those who wish to pursue this.

If you have approximately three years of experience in Financial Advice and are seeking a career rather than just a job, our client would like to hear from you. This role offers the advantage of managing a well-established client base, allowing you to focus on delivering high-quality service rather than constantly sourcing new business and meeting increasing sales targets. Additionally, the position offers a hybrid working arrangement, splitting time between the office and home.

To discuss this opportunity in more detail please contact Joanna Clark.

Reference: 53005193

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