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Financial Adviser

2 months ago

Gerrards Cross, United Kingdom Get Staffed Online Recruitment Full time
Financial Adviser

£40K - £50K plus commission (negotiable)

Gerrards Cross

Full Time, Permanent

Are you looking for a new home for you and your clients, within an organisation that values your input and supports your ideas?Do you wish to look after clients in the way you choose?
Our client is looking for an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement their existing team.

Our Client

Founded in 1983 they are a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs.

As an independent firm, they offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.

The Ideal candidate will:

Be an experienced Financial Adviser with an existing client followingBe a confident networker - keen to develop and nurture professional connectionsPrior experience with pensions on divorce is preferred
Requirements:

Diploma qualified Financial AdviserMinimum 3 years' experience in investments and pensionsConfident communicator with strong understanding of risk, asset allocation, and portfolio constructionProactive, dedicated, and self-motivated with ability to generate new business and maintain relationshipsExpected to have a comprehensive understanding of investments and pensions including (not an exhaustive list) IHT, Income Tax, CGT, Annual/Tapered Allowance, carry forward, LSA and LSDBA etc.
Benefits Offered:

Workplace pension (Aviva)Healthcare (Westfield)Generous holiday entitlementInclusive culture promoting employee wellbeing and engagementFull administration and paraplanning support with leading back-office software
They are an Equal opportunities employer promoting diversity and their interview selection process is inclusive and free from discrimination. Strictly no agencies.

To apply, please send your CV.

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