Independent Financial Advisor

9 Days Old

A small and successful directly authorised firm is looking for a client-focused, growth-minded Financial Advisor to join their team. They pride themselves on building long-term relationships and providing truly independent financial advice to their valued clients. 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: Competitive Location: Within travelling distance of Hertfordshire, Buckinghamshire and Bedfordshire 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 120 clients with investable assets up to £250,000. 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 phone/video, with in-person visits to c...
Location:
Hertford
Salary:
£50,000 - £90,000 per annum, OTE
Category:
Accounting & Finance