Salary: £65,000 - £75,000 plus competitive bonus and excellent benefits package with hybrid working
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. 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.
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. Your role will be to work closely with the outgoing Adviser, so you can build solid relationships with their clients over the next year, gaining a thorough understanding of their individual needs, so when the current incumbent retires, there is a seamless hand over. You will initially attend both face to face and online client meetings together and then over time, take full responsibility for any new enquirers from these existing clients. Then at subsequent annual reviews, investigate any additional needs the client may have, whilst also cover intergenerational issues as and when appropriate.
There will be a high degree of autonomy for the successful applicant, but with the added benefit of being offered as much support and guidance as needed, to ensure you have the technical competencies required for this role. Full on the job training will be provided to cover any gaps in skills or knowledge. Full Paraplanning support will also be provided.
Our client provides their staff with a very friendly and supportive working environment, where everyone feels valid and the Senior Management Team have an open-door policy, whereby anyone can come to them with issues or ideas they have to help improve efficiencies and both the client and staff experience. As the firm is Chartered, they are keen for all of their Financial Advisers to gain their Chartered status, so full study support will be paid for, for anyone that wishes to do this.
If you have circa 3 years of Financial Advice experience and are looking for a career, rather than a job, then our client would like to hear from you. The role has the added advantage of providing you with a well-established client base, so you can focus more on providing your clients with a quality service, rather than constantly having to source new business and achieve ever increasing sales targets. It also comes with the added benefit of being split part office and part home based.