Financial Adviser

2 weeks ago

Gerrards Cross, United Kingdom Get Staffed Online Recruitment Full time

Financial Adviser

£40K - £50K plus commission (negotiable)

Gerrards Cross

Full Time, Permanent

  • Are you looking for a new home for you and your clients, within an organisation that values your input and supports your ideas?
  • Do you wish to look after clients in the way you choose?

Our client is looking for an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement their existing team.

Our Client

Founded in 1983 they are a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs.

As an independent firm, they offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.

The Ideal candidate will:

  • Be an experienced Financial Adviser with an existing client following
  • Be a confident networker – keen to develop and nurture professional connections
  • Prior experience with pensions on divorce is preferred

Requirements:

  • Diploma qualified Financial Adviser
  • Minimum 3 years' experience in investments and pensions
  • Confident communicator with strong understanding of risk, asset allocation, and portfolio construction
  • Proactive, dedicated, and self-motivated with ability to generate new business and maintain relationships
  • Expected to have a comprehensive understanding of investments and pensions including (not an exhaustive list) IHT, Income Tax, CGT, Annual/Tapered Allowance, carry forward, LSA and LSDBA etc.

Benefits Offered:

  • Workplace pension (Aviva)
  • Healthcare (Westfield)
  • Generous holiday entitlement
  • Inclusive culture promoting employee wellbeing and engagement
  • Full administration and paraplanning support with leading back-office software

They are an Equal opportunities employer promoting diversity and their interview selection process is inclusive and free from discrimination. Strictly no agencies.

To apply, please send your CV.

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