Financial Advisor

Financial Advisor, East Hertfordshire

Up to £70k

Office based working

If you are an experienced financial advisor looking for a new role with a proper wealth advice business, then this position could be for you. The firm is an experienced wealth wing to a large law firm based in East Hertfordshire. The firm has a client bank that needs an experienced advisor to take over and look after. If looking after a substantial and established client bank is for you, please apply!

The Business

The firm is a law business with a large number of lawyers dealing with a range of services, and you'll be working with the wealth advice wing of this business. They are a whole of market firm who put the client at the centre of everything they do, with the ultimate aim of helping their client reach their financial goals. It's a smaller team with a few advisors and the back office team to support you.

The Role

Working as an advisor with this business, you will take on a number of existing clients the business works with, as well as taking on new business from the law firm. Naturally the leads that come through are from the business's existing clients, so they are very convertible. Minimal travel will be required as the majority of the firm's clients like to visit the office for face to face meetings, or are happy with phone/teams calls. As such the firm is looking for someone who is happy working with the team in the office five days a week. You'll be taking on an established bank of clients to look after and the size of this bank can vary depending on your preference and experience.

Benefits

• A salary range of £50,000 to £70,000 dependent upon experience
• Exam Support
• Paraplanning/admin support
• Holiday/pension scheme
• Life cover
• The firm can be flexible and are happy to discuss benefits

Desired Experience

• Level four qualified
• Experience as an advisor
• Working toward chartered is a preference but not essential

Applying

If this role sounds of interest, then please apply below and we will be in touch as soon as possible to discuss further

Synonyms

Wealth advisor, financial planner, financial adviser, wealth manager