SFR has an exceptional opportunity for a Financial Adviser to join a highly successful Wealth Management firm in Hertfordshire, with superb annual earnings potential of £100K+
The firm, which is based in attractive, characterful offices in a very appealing location, has a lively, supportive & happy working environment. It has ambitious growth plans & is at a very exciting stage in its development. It provides Wealth Management advice to HNW private clients in Hertfordshire & the surrounding counties, with an emphasis on Investment and IHT/Estate planning.
The firm offers its Advisers:
- Choice of home or office based
- Choice of being employed/salaried (salary £60K-£70K), or self-employed, with earnings guarantees
- Full administration & paraplanning support
- A book of quality, active clients to manage & develop
- Quality lead generation, via seminars, client events and telesales
- Opportunity to have a share in the business after 5 years
- Qualified & authorised to advise (Diploma/CAS/SPS)
- Ideally Chartered, or progressing towards.
- Proven experience in working successfully with high calibre clients and developing trusted relationships
- Strong business development, presentation & influencing skills
- Proactive, with “hunter” mindset
- Comfortable in dealing with mature clients
On offer is a salary up to £70k depending on experience and qualifications. A self-employed option is also available.