Job Title: Chartered Financial Advisor (Level 6 or Working Towards)

Location: Hertfordshire

Salary: Competitive + Bonus + Benefits

Contract Type: Full-Time / Permanent, hybrid working.

About the Role:

Our client is seeking a highly motivated and client-focused Financial Advisor who is either Chartered (Level 6) or actively working towards this qualification. This is an exciting opportunity to join a dynamic and supportive team, delivering expert financial advice and tailored solutions to a diverse client base.

Key Responsibilities:

• Provide holistic financial planning and investment advice to individual and corporate clients.
• Build and maintain strong client relationships through regular reviews and proactive communication.
• Conduct thorough fact-finding and risk assessments to understand client needs and objectives.
• Develop bespoke financial plans covering pensions, investments, protection, and estate planning.
• Stay up to date with market trends, regulatory changes, and product developments.
• Maintain accurate records and ensure compliance with FCA regulations and company policies.

Requirements:

• Level 6 Chartered Financial Planner qualification (or actively working towards).
• Minimum Level 4 Diploma in Regulated Financial Planning.
• Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Commitment to continuous professional development.

What our clint offers:

• Competitive salary and performance-based bonus.
• Flexible working arrangements.
• Support for further qualifications and career progression.
• Access to cutting-edge financial planning tools and resources.
• Inclusive and collaborative company culture.