Employed Financial Adviser to manage existing client bank

3 days ago


St Albans, United Kingdom Financial Divisions Full time
plus competitive bonus and excellent benefits package with hybrid working

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. 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 theye 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.

If this Financial Advisor role sounds of interest or any other roles, or you would like to discuss other opportunities that I am current working on, then please get in touch. For more details, please contact Sam Negbenebor at Financial Divisions.


  • St Albans, United Kingdom Financial Divisions Full time

    plus competitive bonus and excellent benefits package with hybrid working 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,...


  • St. Austell, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Location of clients Cornwall, St Austell, Truro, Bodmin** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients...


  • St. Austell, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Cornwall/ St Austell and Truro** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial...

  • Employed IFA

    4 weeks ago


    St Albans, Hertfordshire, United Kingdom Wallace Bates Limited Full time

    Our client is a well-established IFA based in Herts who have direct connections to a professional introducer and large existing client bank. They are looking for an Employed IFA to join the existing team. The role will be to provide independent financial planning advice to the existing clients and help develop new business opportunities. Candidates must have...

  • Financial Adviser

    4 weeks ago


    St Albans, United Kingdom Finlink Ltd Full time

    Financial Advisor Up to £60,000 Hybrid working This role is suited to those who have at least 2 Years’ experience in providing regulated financial advice. As an existing adviser, you’ll be at least Level 4 Diploma qualified. You’ll be experienced in both winning new clients, as well as maintaining existing long-term client relationships. If you are...

  • Financial Adviser

    4 weeks ago


    St Albans, United Kingdom Finlink Ltd Full time

    This role is suited to those who have at least 2 Years’ experience in providing regulated financial advice. As an existing adviser, you’ll be at least Level 4 Diploma qualified. You’ll be experienced in both winning new clients, as well as maintaining existing long-term client relationships. If you are looking for a new challenge in an established...

  • Financial Advisor

    3 weeks ago


    St Albans, United Kingdom Vision-FS Recruitment Full time

    Location- St Albans- Discipline: - Financial Planning, Wealth Management- Job type: - Permanent- Salary: - 50000 to 75000- Contact name: - Parvez Miah- Contact phone: - 07779150847- Published: - about 5 hours ago- Expiry date: - 31 May 2024 23:59**Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **£10m AUM...


  • St. Ives, United Kingdom Ortus PSR Full time

    **Employed Financial Planner** **Location: Cambridge** **Salary: £30,000 - £60,000 + OTE** This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Bristol. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The Opportunity** The...


  • St Albans, Hertfordshire, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    _Job Title: Independent Financial Adviser_- Location: North London / St Albans and North Essex (Hybrid working available)_- Salary: Competitive Market Rate Salary_About the roleOur client is offering a fantastic opportunity to join a highly innovative, leading edge firm of accountants and professional advisers. This exciting role is offering the opportunity...


  • St. Asaph, United Kingdom atomos Full time

    We are looking for an experienced Client & Adviser Support to join our St Asaph's, Wales Hub. **Career** Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include producing valuations, processing new business, supporting Financial...

  • Financial Adviser

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time £50,000

    Senior Financial Advisor Position at XYZ Financial ServicesAre you ready to take on a new challenge as a Senior Financial Advisor in the dynamic financial market of the United Kingdom? Our client is on the lookout for a talented and driven individual to join their team.The key responsibilities for this role include:Conducting thorough financial assessments...

  • Financial Adviser

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    My client is currently seeking a skilled and motivated Senior Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.Conduct comprehensive...


  • St Albans, Hertfordshire, United Kingdom Hoxton Capital Management Full time €50,000

    Overview: Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description. We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to...


  • St Albans, Hertfordshire, United Kingdom Hoxton Capital Management Full time

    Overview:We are currently looking for an experienced and driven Financial Advisor to join our team in the United Kingdom. The ideal candidate will provide expert financial advice to clients, manage portfolios, and contribute to the success of our financial services division.Responsibilities:- Perform thorough financial assessments to understand client needs,...

  • Career Paraplanner

    3 weeks ago


    St. Albans, United Kingdom Financial Divisions Full time

    My Client, an independent firm of Financial Advisers, based in the St Albans area are now due to their success looking to offer this opportunity to an experienced Paraplanner either on a full or part time basis to be based in the St Albans Office. Opportunity Highlights - Excellent opportunity for a career paraplanner to develop their technical reporting...

  • Financial Adviser

    2 weeks ago


    St Ives, Cornwall, United Kingdom Openwork Services Limited Full time

    Financial AdviserSt IvesUp to £45,000 basic plus bonusLeads provided.Are you a Financial Adviser looking for an opportunity to further develop as part of a flourishing and exciting firm?If you're looking for a positive working culture, a flexible and autonomous role, with leads provided and support from an outstanding business to enable you to build up your...

  • Financial Advisor

    3 weeks ago


    St Albans, United Kingdom Independent Resourcing Consultancy Full time

    **Financial Advisor**: - Job Reference: 1137 - Date Posted: 19 March 2024 - Recruiter: Independent Resourcing Consultancy - Location: Saint Albans, Hertfordshire - Salary: £50,000 - Bonus/Benefits: + Commission - Sector: Financial Advisers - Job Type: Permanent - Contact: Maria Inglis **Responsibilities**: - Conduct comprehensive financial assessments...

  • Financial Adviser

    4 weeks ago


    Bury St. Edmunds, United Kingdom Jigsaw Recruitment Full time

    **Financial Adviser: Home based position covering Bury St Edmunds, Suffolk£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Advisers to their ever expanding sales team. This...

  • Financial Advisor

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Financial Advisor About Our Client: Our client, a borderless and independent financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach that sets them apart in the offshore marketplace. Why Choose Our Client: Our client is committed to...

  • Financial Advisor

    4 weeks ago


    St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About Our Client:Our client, a borderless and independent financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach that sets them apart in the offshore marketplace.Why Choose Our Client:Our client is committed to providing the key...