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.
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Please note this is a self-employed role.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
Working 8am-4pm, 9am-5pm or 10am-6pm 5 days per week, Monday-Saturday, working twice a month on Saturdays with a day off during the week
Hybrid role 3 days in the office and 2 days working remotely
Excellent benefits: 26 days annual leave plus wellbeing days, bonus, contributory pension, private healthcare, life insurance, season ticket loan, career & qualification development
The successful candidate will be servicing an existing client bank, however, candidates can have funds under management already.
Our clients, a highly successful, award-winning Financial Planners, are looking to add to their team with a qualified Financial Advisor specialising in Wealth Management.
Our clients are fully independent and offer whole of market advice in a variety of services.
We provide specialist mortgage advice to clients directly over the telephone on a national basis and package for brokers where they choose to provide the advice.
We are excited to be working with an established brokerage and mortgage packager.
Salary £30,000 to £35,000 basic depending on experience.
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.
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.