Independent Financial Adviser

3 weeks ago

London, United Kingdom Heat Recruitment Ltd Full time

Location: St Albans, Hertfordshire

Type: Self-employed

About the business

This position is with a fully independent financial advisory firm based in St Albans. They have a team of 10 across the advising, paraplanning and administration departments.

They believe that the way we work sets them apart. They take a personal approach to financial advice and understand that every client is unique.

They are a fully independent firm, which means that they are not tied to any particular product provider. This allows them to provide their clients with unbiased advice.

The Opportunity

They are looking for a self-employed financial adviser to join the team. They are ideally looking for someone with a client bank to transfer with them, but this is not essential.

You will be responsible for:

  • Providing financial advice to clients on a range of topics, including retirement planning, investment planning, and inheritance tax planning
  • Developing and maintaining relationships with clients
  • Generating new business

On Offer is

  • A competitive commission structure
  • Flexible working
  • Admin and paraplanning support
  • FCA fees & PI covered and compliance support
  • fully independent, holistic offering to clients

What next?

Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive 200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF

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