Financial Adviser - Hertfordshire

Wealth Management
Ref: 461 Date Posted: Monday 30 Nov 2020
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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

Key requirements:

  • 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.