Independent Financial Adviser

3 weeks ago


Dacorum Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

We are working with a dynamic and highly professional financial practice that has consistently grown through client recommendations since its establishment. We are seeking a motivated and qualified Independent Financial Adviser to join the team. As an IFA, you will be responsible for providing comprehensive financial advice to individuals and businesses. The focus is on delivering holistic advice, recognising that each aspect of financial planning impacts others. We are committed to working closely with clients to help them achieve their financial goals.
Conduct thorough financial assessments and develop personalised financial plans for clients.
* Provide expert advice on investments, retirement planning, insurance, and other financial solutions.
* Continuously monitor and review clients' financial strategies to ensure they remain aligned with their goals.
* Strong knowledge of financial products, investment strategies, and retirement planning.
* Competitive compensation and performance-based incentives.
* Ongoing professional development and training opportunities.
* The chance to make a real impact on clients' financial well-being.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW



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