Posted by Financial Divisions • £65K/yr to £75K/yr
My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who 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.
I have personally just come back from a meeting with the founding Partner, where they gave me this new role, for an experienced Financial Adviser, who can work closely with one of their most Senior Financial Advisers, as they will be retiring in the next year.
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.
Our Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs).
They offer extensive market knowledge and provide independent financial advice, planning, and guidance to both individuals and corporate clients seeking employee benefits solutions and company-specific financial advice.
Posted by Financial Divisions • £65K/yr to £75K/yr
Employed Financial Adviser to manage existing client bank
My client based in St Albans is a well-established independent firm of Financial Advisers, who 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.
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.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
Posted by Insite Public Practice Recruitment Limited • £54K/yr to £57K/yr
You will be part of a tight-knit team, working directly with partners and directors, providing client focused and commercially aware services in an efficient and professional manner.
Posted by Financial Divisions • £65K/yr to £75K/yr
My client, a well-established independent firm of Chartered Financial Advisers based in St Albans, is seeking a skilled professional to join their team.
Are you an experienced Financial Adviser looking for a new opportunity?
Plus competitive bonus and excellent benefits package with hybrid working
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
Posted by Financial Divisions • £60K/yr to £65K/yr
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for an additional Financial Adviser.
Offices near St Albans (Hertfordshire)
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.
Posted by LHH Recruitment Solutions • £80K/yr to £120K/yr
What you can expect from the role
You will collaborate with Private Client Partners, support the Head of Legal Services with regulatory matters under ICAEW accreditation, ensuring key deadlines, pricing transparency, and risk management.
As a pivotal part in our Tax Department, specifically within the Trusts, Probates division, you will provide non-contentious probate services via our trust corporation, aiming to expand through cross-referrals.
General
The important work you will be doing include, but not limited to: