My client is seeking a Financial Advisor to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
A key client of mine is a well-established independent firm of Chartered Financial Advisers with offices near Stevenage, have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
We have an excellent opportunity for an Independent Financial Advisory firm based in Borehamwood.
This unique role provides a broad and varied range of responsibilities and offers a particularly valuable combination of communication, collaboration and progression.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Basic £60k £5k car Allowance Flex Benefits Full client portfolio 40% Bonus & No Validation
You will provide full holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing branch lead generation.
My client is an independent financial advisory company that has established a solid reputation for offering clients throughout Hertfordshire offering the best guidance possible on trusts, mortgages, investments, retirement planning, tax planning, IHT, pensions, and certain protections.
The company employs ten people in total, including three advisers, and works with about 200 retirees, City workers, families, and professional athletes whose assets range from several million pounds to £100k.
The Mortgage Advisor will be to taking new enquiries from a variety sources, identify the requirements and place with the correct lender, underwrite new applications and package them with care, skill, and diligence to present a perfectly packaged case to a lending partner and consistently process pipeline business, ensuring an efficient and satisfactory outcome for the borrower.
The continuous growth has created new roles within the residential mortgage team.
Over the last 20 years our client has grown to become the UK's leading specialist finance broker, providing fast, flexible unrivalled access to the UK's specialist finance marketplace.