Recruit UK is working on an excellent opportunity for an experienced Financial Adviser to join a respectable Wealth Management Company.

They are well respected in Berkhamsted and have been established for over 15 years.

They are actively seeking a Financial Advisor to join the current team who is determined and willing to service an existing profitable client bank. The team has worked really well and built up a solid client bank.

As an experienced advisor, you should want to build relationships with the clients and help create a plan that’s right for them. So, the very first conversation will simply be listening to the clients circumstances, plans and aspirations. Following on from that the second meeting will be more detailed and understanding what the client has already in place.

My client specialises in most IFA areas.

Skills and experience required:

3 years plus Financial Advisor experience
CAS status
In-depth knowledge of FCA regulations, regulatory requirements, and compliance best practicesProven track record of onboarding new clients
Strong analytical skills and attention to detail
Excellent communication skills
Ability to work independently and collaboratively

Benefits:

Paraplanning support provided
Compliance team in place.
Long-term career progression opportunities

ifa jobs

Financial Adviser - Berkhamsted - £55k-£60k