Current jobs related to Financial Advisor - Hertfordshire - Idex

  • Trainee Financial Advisor

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom St. James’s Place Full time

    Salmon Financial Planning was launched in 2021 by Tammy Salmon as an advisory service for individuals and their families who want to be educated about their money, feel empowered to make good decisions and supported to enact plans that deliver long-term financial health. We believe in making financial advice more accessible and inclusive; We are passionate...

  • Trainee Financial Advisor

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom St. James’s Place Full time

    Salmon Financial Planning was launched in 2021 by Tammy Salmon as an advisory service for individuals and their families who want to be educated about their money, feel empowered to make good decisions and supported to enact plans that deliver long-term financial health. We believe in making financial advice more accessible and inclusive; We are passionate...

  • Financial Director

    6 days ago

    Hertfordshire, United Kingdom JSS Search Full time

    {"h1": "Finance Manager Role at JSS Search", "p": "We are seeking a highly experienced Finance Manager to join our growing finance team in St Albans, offering a flexible hybrid working model. This role is ideal for someone with a strong technical accounting background and the ability to lead key financial processes.", "ul": [{"li": "Oversee the monthly...

  • Financial Director

    6 days ago

    Hertfordshire, United Kingdom JSS Search Full time

    {"h1": "Finance Manager Role at JSS Search", "p": "We are seeking a highly experienced Finance Manager to join our growing finance team in St Albans, offering a flexible hybrid working model. This role is ideal for someone with a strong technical accounting background and the ability to lead key financial processes.", "ul": [{"li": "Oversee the monthly...

  • Financial Director

    1 day ago

    Hertfordshire, United Kingdom JSS Search Full time

    Job Title: Financial ManagerLocation: St Albans (Hybrid Working)Salary: Up to £70,000 + Bonus + BenefitsWe are seeking a highly experienced Financial Manager to join our growing finance team in St Albans, offering a flexible hybrid working model. This role is ideal for someone with a strong technical accounting background and the ability to lead key...

  • Financial Director

    1 day ago

    Hertfordshire, United Kingdom JSS Search Full time

    Job Title: Financial ManagerLocation: St Albans (Hybrid Working)Salary: Up to £70,000 + Bonus + BenefitsWe are seeking a highly experienced Financial Manager to join our growing finance team in St Albans, offering a flexible hybrid working model. This role is ideal for someone with a strong technical accounting background and the ability to lead key...

  • Financial Director

    7 days ago

    Hertfordshire, United Kingdom JSS Search Full time

    {"title": "Financial Manager Role", "subtitle": "Join JSS Search as a Financial Manager", "content": "Job SummaryWe are seeking a highly experienced Financial Manager to join our team at JSS Search. As a key member of our finance team, you will be responsible for overseeing the financial operations of our organization, ensuring accurate financial reporting,...

  • Financial Director

    7 days ago

    Hertfordshire, United Kingdom JSS Search Full time

    {"title": "Financial Manager Role", "subtitle": "Join JSS Search as a Financial Manager", "content": "Job SummaryWe are seeking a highly experienced Financial Manager to join our team at JSS Search. As a key member of our finance team, you will be responsible for overseeing the financial operations of our organization, ensuring accurate financial reporting,...

  • Mortgage & Protection Advisor (Permanent)

    3 weeks ago

    Hoddesdon, Hertfordshire, United Kingdom Worth Recruiting Full time €60,000

    Worth Recruiting – Property Industry Recruitment MORTGATE & PROTECTION ADVISOR – Residential Estate Agency Location: Hoddesdon, EN11 Salary: OTE £60k Position: Permanent – Full Time This is an excellent opportunity for an experienced CeMAP (or equivalent) qualified Mortgage Adviser to join a busy, established Estate Agency Group with offices in...

  • Mortgage Advisor

    3 weeks ago

    Hoddesdon, Hertfordshire, United Kingdom Worth Recruiting Full time €60,000

    Worth Recruiting - Property Industry Recruitment MORTGATE & PROTECTION ADVISOR - Residential Estate Agency Permanent - Full Time This is an excellent opportunity for an experienced CeMAP (or equivalent) qualified Mortgage Adviser to join a busy, established Estate Agency Group with offices in Cheshunt & Hoddesdon who specialise in providing excellent...

  • Insurance Sales Advisor

    1 day ago

    Hertsmere, Hertfordshire, United Kingdom Osborne Appointments Full time €32,000

    Insurance Sales Advisor OA are recruiting for an Insurance Sales Advisor to join our client’s highly successful and growing team. The successful candidate will manage and develop the property account, contributing to the department’s financial and service targets. Proven sales experience and an insurance background are essential. Location:...

  • Employed Trainee Financial Adviser

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom St. James’s Place Full time

    Salmon Financial Planning was launched in 2021 by Tammy Salmon as an advisory service for individuals and their families who want to be educated about their money, feel empowered to make good decisions and supported to enact plans that deliver long-term financial health. We believe in making financial advice more accessible and inclusive; we are...

  • Employed Trainee Financial Adviser

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom St. James’s Place Full time

    Salmon Financial Planning was launched in 2021 by Tammy Salmon as an advisory service for individuals and their families who want to be educated about their money, feel empowered to make good decisions and supported to enact plans that deliver long-term financial health. We believe in making financial advice more accessible and inclusive; we are...

  • Insurance Sales Advisor

    1 day ago

    Hertsmere, Hertfordshire, United Kingdom Osborne Appointments Full time €32,000

    Insurance Sales Advisor OA are recruiting for an Insurance Sales Advisor to join our client’s highly successful and growing team. The successful candidate will manage and develop the property account, contributing to the department’s financial and service targets. Proven sales experience and an insurance background are essential. Hours:...

  • Residential Mortgage Advisor

    6 days ago

    watford, hertfordshire, United Kingdom Stellar Select Full time

    Job DescriptionJob Title: Residential Mortgage AdvisorLocation: Watford Salary: Up to £40,000 depending on experience with a realistic OTE £70-80,000Hours: Monday to Friday 9 am to 5.30 pmBenefits:Private Medical Healthcare through VitalityDental SchemeAdditional half-day annual leave on your Birthday Annual leave purchase schemePension SchemePerk boxFree...

  • Residential Mortgage Advisor

    2 weeks ago

    Watford, Hertfordshire, United Kingdom Stellar Select Full time €40,000

    Job Title: Residential Mortgage Advisor Location: Watford Salary: Up to £40,000 depending on experience with a realistic OTE £70-80,000 Hours: Monday to Friday 9 am to 5.30 pm Benefits: Private Medical Healthcare through Vitality Dental Scheme Additional half-day annual leave on your Birthday Annual leave purchase scheme Pension Scheme Perk...

  • Residential Mortgage Advisor

    7 days ago

    watford, hertfordshire, United Kingdom Stellar Select Full time

    Job Title: Residential Mortgage Advisor Location: Watford Salary: Up to £40,000 depending on experience with a realistic OTE £70-80,000 Hours: Monday to Friday 9 am to 5.30 pm Benefits: Private Medical Healthcare through Vitality Dental Scheme Additional half-day annual leave on your Birthday Annual leave purchase scheme Pension Scheme Perk box Free...

  • Residential Mortgage Advisor

    2 weeks ago

    Watford, Hertfordshire, United Kingdom Stellar Select Full time €40,000

    Job Title: Residential Mortgage Advisor Location: Watford Salary: Up to £40,000 depending on experience with a realistic OTE £70-80,000 Hours: Monday to Friday 9 am to 5.30 pm Benefits: Private Medical Healthcare through Vitality Dental Scheme Additional half-day annual leave on your Birthday Annual leave purchase scheme Pension Scheme Perk...

  • Trainee Mortgage Advisor

    3 weeks ago

    Watford, Hertfordshire, United Kingdom Brown & Merry Full time

    Have you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor? If this describes you then we are currently recruiting for qualified Mortgage Advisor to join our Estate Agency team. We pride ourselves on our...

  • Trainee Mortgage Advisor

    3 weeks ago

    Watford, Hertfordshire, United Kingdom Brown & Merry Full time

    Job Description Have you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor? Do you want a transparent progression structure with real monetary value? If this describes you then we are currently recruiting for...

Financial Advisor

4 months ago

Hertfordshire, United Kingdom Idex Full time

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.

In return:
£55,000 - £80,000 basic
Excellent Bonus Scheme
Full back office support


Key Responsibilities of the Independent Financial Adviser will include:

  • Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes
  • Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans
  • Acquiring and developing new business from new/existing Clients and professional introducers, via personal business planning, referrals and company lead generation programme
  • Optimising the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new business
  • Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team and Contact Centre
  • Contacting corporate and individual Clients to set up meetings, either within an office environment, in the Clients' homes or business premises or virtually via Microsoft Teams
  • Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice
  • Delivering accurate Management Information as requested


What we are looking for in our ideal Independent Financial Adviser:

  • Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations
  • Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients
  • Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with Clients
  • Experience in networking and attracting new Clients through business development and effective business planning to grow a client bank and building relationships with Affinity Groups, Business Owners, Entrepreneurs, Professional and Retail Clients


Benefits as an Independent Financial Adviser.

  • Support to build your client base and future value
  • End to end in house client journey and back-office support with full DIS, Admin and Para Planning support, with lead generation from our call centre
  • Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture
  • Platform to deliver efficient and cost-effective solutions
  • Established Practice Buy Out option on exit
  • Consultative marketing support
  • IT technology through XPlan our POS system
  • Full Admin Support
  • Full para planning and technical support


With over 30 years of experience and more than 200 accredited advisers nationwide, my client is one of the UK's leading independent financial advisory firms.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.