Employed Financial Adviser Job in Waltham Cross, Hertfordshire

Employed Financial Adviser Job in Waltham Cross, Hertfordshire. Apply for the latest Waltham Cross, Hertfordshire jobs in Accounting/Financial/Insurance.

Employed Financial Adviser Job in Waltham Cross, Hertfordshire

Job Description
The Client

This is a highly reputable IFA practise that offers holistic financial planning and discretionary fund management services to HNW clientele across the UK. The practice has a range of loyal clients that wins business through word-of-mouth, referrals and repeat clients.

Advising on Investments, Tax, Pensions and Retirement & Estate Planning this practice has experienced consistent business growth over the last couple of years and has enjoyed high client retention.

This IFA has a friendly working environment, which is reflected in its relatively low staff turnover. This role is office-based, with occasional travel to clients when required.

The Opportunity

Due to business growth, this practice is looking to welcome an experienced Financial Planner to the team. You will benefit from full back office support, exam support as well as inheritance of a client bank from day one.

There are no individual targets or a need for advisers to generate leads.

Company Benefits

* Company-wide annual bonus

* 8% employer pension contribution without matching

* 25 days holiday plus bank holiday

What’s needed for me to be considered?

* Hold Level 4 Diploma in Financial Advice/Financial Planning

* Hold a current valid statement of professional standing

* Have a driver's license and a car

* Previous experience of providing financial advice to HNW private clients

* Experience with IRESS Xplan would be desirable

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms

Independent Financial Adviser, Financial Adviser, Financial Planner, Chartered Financial Planner, Chartered Adviser, Wealth Manager, Chartered Wealth Manager, Investment Manager, Financial Planning Manager, Financial Planner, Adviser, IFA, Employed Adviser, Self-employed Adviser

Job Type: Permanent, Full Time
Location: Waltham Cross, Hertfordshire
Category: Accounting/Financial/Insurance
City: Waltham Cross
County: Hertfordshire
Country: United Kingdom
Salary: £40000 – £47000/annum
Benefits: