Financial Adviser
Hybrid Working
Location: Bishop's Stortford
Salary: Circa £55-£70K (depending on experience) plus up to 30% Bonus
We are working with our client to recruit an experienced Financial Adviser to join a rapidly growing team based in Bishop's Stortford. If you are a proficient and self-reliant financial adviser who excels in building client relationships, enjoys networking, and is dedicated to providing exceptional service, this could be the ideal opportunity for you.
This role offers a competitive salary range and bonus structure, along with the potential to manage an existing book of clients, making it an exciting opportunity to make a significant impact.
Key Responsibilities:
- Manage and nurture relationships with existing clients and handle new client leads
- Confidently manage initial meetings through to implementation, including drafting suitability reports
- Service an existing book of clients effectively
Preferred Requirements:
- Diploma-level qualification with competent adviser status held for at least 2 years
- Proven experience as an independent financial adviser
- Proficiency in designing and delivering cash flow modelling to clients
- Strong networking skills and the ability to build relationships
- Chartered Financial Planner status or working towards Chartered level desirable
- Experience with Intelligent Office (iO) and Voyant software/specialist software desirable
If you meet these qualifications and are eager to join this expanding team, we encourage you to apply for this exciting opportunity.