Independent Financial Adviser - Stevenage | Zoek UK
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Independent Financial Adviser
Stevenage, Hertfordshire, England
£75000 - £120000/annum
Permanent (Full time)
Recruit Wealth are currently representing a renowned independent Financial Planning practice who now seek to appoint a highly experienced Financial Planner to work alongside their existing Adviser team.
This role sits out of their Hertfordshire offices servicing existing High Net Worth clients as well as building on new client activity, in-house lead generation and constant referrals.
Ideally you will have a good many years advisory experience with the view that you are already working towards Chartered status or already qualified to this level.
Most of the existing clients are within the counties of Essex/Hertfordshire and London so travel should be expected when restrictions are lifted in the long term but clients are very used to coming to the offices too. Virtual technology has been successfully implemented so clients have already adapted to speaking to the business remotely during the pandemic.
The company are very well known for offering a market leading proposition with an excellent holistic approach at the forefront of everything they do, client outcomes are everything. They are award winning and highly respected with all staff being long serving and loyal to the brand. The business is purely consultative and pride themselves on this ethos, there are no quick sales and long term relationships are the expectation.
You will possess expert knowledge of Investments, Pensions and associated products and be able to confidently deal with high net worth individuals with the view to securing their future financial security.
As part of the businesses set up you will of course be given full administration and paraplanning support.
This opportunity is employed only with a bespoke and highly achievable annual bonus package. Our client has traditionally paid a high basic salary so this really is an attractive opportunity. Due to the company having existing clients and on-going enquires no client bank will be required.
We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response