Financial Adviser

2 weeks ago


Bishop's Stortford, United Kingdom Jenkins Recruitment Solutions Ltd Full time

Financial Adviser Position at a Growing Company
Location: Bishop's Stortford
Salary: Circa £55-£70K (depending on experience) plus up to 30% Bonus
We are currently collaborating with a client in the search for a skilled Financial Adviser to become part of their fast-developing team located in Bishop's Stortford. If you are an adept and self-sufficient financial adviser who excels in cultivating client connections, enjoys expanding your professional network, and is committed to delivering top-notch service, then this could be the perfect opportunity for you. This role presents a competitive salary package and bonus scheme, in addition to the chance to oversee an existing client base, making it a thrilling prospect to have a substantial influence.
Key Responsibilities:

  • Develop and maintain relationships with current clients and manage new client inquiries
  • Confidently handle initial meetings and follow through to implementation, including creating suitability reports
  • Effectively cater to the needs of an established client base
Preferred Qualifications:
  • Hold a diploma-level qualification with competent adviser status for a minimum of 2 years
  • Demonstrated experience as an independent financial adviser
  • Expertise in crafting and presenting cash flow models for clients
  • Strong networking abilities and adept at fostering connections
  • Chartered Financial Planner status or working towards achieving Chartered level is advantageous
  • Knowledge of Intelligent Office (iO) and Voyant software/specialist tools is desirable
If you meet these requirements and are enthusiastic about joining this expanding team, we invite you to pursue this exceptional opening.
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