Fram are working with a well-established, professional firm of Chartered Financial Planners based in Hertfordshire. Our client is looking for someone with a few years’ experience giving financial advice, to work alongside 3 other advisors. The role comes with a small book of clients to which you will provide comprehensive financial planning, including, Pension and retirement advice, Savings and Investments and Inheritance tax (IHT) planning too. The salary range is dependent on experience and qualification level, ideally the client would like someone to be Chartered or close too but will consider level 4. They have full paraplanning and administration support with a good client flow from introducer relationship built up over the years and all new leads that come into the business will go to this advisor.
Responsibilities will include :
* Contacting clients and setting up meetings, either within an office environment or via Teams.
* Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
* Analysing information and preparing plans best suited to individual clients' requirements
* Completing risk analyses
* Researching the marketplace and providing clients with information on new and existing products and services
* Designing financial strategies
* Assisting clients to make informed decisions
* Researching information from various sources, including providers of financial products
* Reviewing and responding to clients changing needs and financial circumstances
* Keeping up to date with financial products and legislation
A likely candidate will be an experienced financial advisor, preferably chartered, or very close to. Advisers may have a background in specialising in certain areas, however, they are happy, offering advice to clients in all areas of advice.