Independent Financial Advisor

2 weeks ago

Borehamwood, United Kingdom NRG Resourcing Ltd Full time

Are you an experienced Independent Financial Advisor?

Are you seeking the opportunity to create a financial advisory division in a thriving high net worth Brokerage?

You’ll be transferred an existing client book of over £5million of funds under management to ensure you hit the ground running and have access to a huge book of existing clients from the highly successful Mortgage, Protection & Commercial brokerage.

**About the Brokerage**

The team deliver specialist expertise with energy and passion, they work in partnership with clients offering an unparalleled level of customer service.

Client relationship managers evaluate each client’s requirements and refer them through to the appropriate area of the business. Whether they’re looking for a mortgage, protection or financial advice, the client can discuss this with someone through a companythey have already built a trusting relationship with.

**The culture of the brokerage**

Values are at the very heart of this company; they have created a culture of support and success that the entire team share.

The team are passionate about their careers, they are trusted advisers, and pragmatic problem solvers that ensure the needs of their clients aren’t just met but exceeded.

Senior management have an open door and open-minded approach, they are on hand to support the team with cases and sharing the benefit of their relationships with lenders in the industry that have been nurtured over decades.

**The Independent Financial Advisor role**

As the Financial Advisor for this high-net-worth brokerage, you'll be assisting clients in securing their financial future, building trust, and striving to go above and beyond for your clients in every scenario.

Your clients will have a range of requirements from individuals looking to take their first steps into pension and investments, to the high-net-worth individuals and business owners looking for more complex advice and guidance.

You must have a dynamic and adaptable approach to be able to engage effectively with this broad range of clients, quickly building rapport and instilling trust and securing their finances for them year on year.

**Independent Financial Advisor Package**

£50k Negotiable depending on experience

Generous commission structure & Incentives

**Love the sound of this Financial Advisor role?**

There is a huge scope for progression and development in your role as a financial advisor with this company.

You’ll be able to dig into a wealth of qualified clients who already value and trust this brokerage, build your client book, and become a truly integral part of company’s future.

**We’d love to hear from you

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