Independent Financial Advisor

15 Days Old

. Independent Financial Advisor Due to continued growth through referrals and new business, the client is expanding. This is your opportunity to take over an active portfolio of clients, while also having the autonomy and support to grow your own book through referrals and lead generation. Salary: £55,000 Basic + OTE £90K Location:Hertfordshire Remote working with client visits Benefits: Company car or car allowance Generous Bonus Structure Medical and life cover Personal pension contribution 25 days holiday + Bank holidays Responsibilities: Delivering high-quality client reviews and financial advice across pensions, investments, savings, and protection. Managing and nurturing an existing book of clients with a focus on retention and relationship building. Developing new business opportunities through referrals, introductions, and proactive outreach. Working remotely from home, conducting meetings via telephone/video, with in-person visits to clients where beneficial. Maintaining a client-centric, ethical, and compliant advisory approach. Skills and Experience Required: Level 4 Diploma qualified (or equivalent) in Financial Planning. Minimum of 5 year's experience as a Financial Advisor (with CAS status).<...
Location:
St. Albans
Salary:
£55,000 per annum, OTE
Category:
Accounting & Finance

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