Independent Financial Advisor

4 weeks ago

Watford Hertfordshire, United Kingdom Resource Matters Ltd Full time

Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from leads from the accountants. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants.
Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.
The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.
Your Qualifications For The Independent Financial Advisor Role
Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
Detailed knowledge of Investments, tax planning and Defined Contribution pensions.
Seniority level Mid-Senior level

Employment type Full-time

Job function Finance and Sales
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