Plus competitive bonus and excellent benefits package with hybrid working
Are you an experienced Financial Adviser looking for a new opportunity? My client, a well-established independent firm of Chartered Financial Advisers based in St Albans, is seeking a skilled professional to join their team. This firm has a stellar reputation for providing clear, high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire. Over the past six years, we've seen them grow organically, placing numerous individuals who have thrived under their supportive management.
The successful candidate will work closely with one of the firm's Senior Financial Advisers, who will be retiring within the next year. Your primary responsibility will be to build strong relationships with their clients, gaining a thorough understanding of their individual needs to ensure a seamless handover upon the current Adviser’s retirement. You will attend both face-to-face and online client meetings together initially, and gradually take full responsibility for new enquiries from these existing clients. Additionally, during annual reviews, you will investigate any further needs the client may have, including intergenerational issues as appropriate.
The successful applicant will enjoy a high degree of autonomy, with the added benefit of comprehensive support and guidance to ensure technic...