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Financial Advisor

Location
Hertford, Hertfordshire
Salary
£70,000 to £120,000
Job Type
Permanent
Posted
6 Sep 2022
Recruit Wealth are currently representing a hugely successful (Private Equity backed) and expanding national Financial Planning business who now seek to appoint a Senior Financial Planner to take over a client bank through a recent acquisition. This advisory opportunity is aligned to their Hertford offices servicing existing clients in the surrounding areas. The client activity you will inherit will be discussed with us on application but you will begin with quality fee paying clients that are already being looked after on an annual basis. Ideally you will have good many years advisory experience with the view that you are already working towards Chartered status or already qualified to this level. The business offers on going training, coaching, alongside further business development support and in house compliance with paraplanning. The company are very well known for offering a leading independent proposition with an excellent holistic approach at the forefront of everything they do. You will possess good all round knowledge of Investments, Pensions and associated products and be able to confidently deal with high net worth individuals. The business is open to a tied/restricted or independent background in terms of previous advisory experiences. This opportunity is employed only with a highly achievable bonus package. Due to the company having existing clients and on-going enquires an existing client is not required but can be discussed on interview. We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response
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Details

  • Job Reference: 705243535-2
  • Date Posted: 6 September 2022
  • Recruiter: Recruit Wealth Ltd
    Recruit Wealth Ltd
  • Location: Hertford, Hertfordshire
  • Salary: £70,000 to £120,000
  • Sector: Accounting
  • Job Type: Permanent