Employed Financial Adviser

2 weeks ago


Waltham Cross, United Kingdom Heat Recruitment Full time

**Role: Employed Financial Adviser

**Salary**: £45,000 - £50,000**
This is a highly reputable IFA practice that offers holistic financial planning and discretionary fund management services to HNW clientele across the UK. The practice has a range of loyal clients that wins business through word-of-mouth, referrals and repeat-clients.

Advising on Investments, Tax, Pensions and Retirement & Estate Planning this practice has experienced consistent business growth over the last couple of years and has enjoyed high client retention.
This IFA has a friendly working environment, which is reflected in their relatively low staff turnover with most staff having worked there for 5+ years.
This role is hybrid with 2 days a week working from home, with occasional travel to client's when required. A full UK driving license and a vehicle is required for this position.

**The Opportunity**

Due to business growth this practice is looking to welcome an experienced Financial Planner to the team. You will benefit from full back office support, exam support as well as inheritance of a client bank from day one.
There are no individual targets or a need for advisers to generate leads.
**Company Benefits**
- Company wide annual bonus
- 8% employer pension contribution without matching
- 25 days holiday plus bank holiday
- Hybrid working

**What’s needed for me to be considered?**
- Hold Level 4 Diploma in Financial Advice/Financial Planning
- Hold a current valid statement of professional standing
- Have a drivers license and a vehicle
- Previous experience of providing financial advice to HNW private clients
- Experience with IRESS Xplan would be desirable

**What next?**

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
**Job Synonyms**
Independent Financial Adviser, Financial Adviser, Financial Planner, Chartered Financial Planner, Chartered Adviser, Wealth Manager, Chartered Wealth Manager, Investment Manager, Financial Planning Manager, Financial Planner, Adviser, IFA, Employed Adviser,Self-employed Adviser


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