Financial Advisor - Northern Home Counties

Wealth Management
Ref: 529 Date Posted: Monday 19 Apr 2021
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SFR has an exceptional opportunity for a Senior Financial Adviser to join a well established, highly successful Wealth Management practice, which provides advice to HNW private clients in Hertfordshire & the surrounding counties on Investment, Retirement Planning & IHT/Estate planning.

The firm is based in characterful offices in a pleasant village location & provides a lively, supportive working environment. It has ambitious growth plans & is at a very exciting stage in its development.

You will be responsible for servicing/managing an existing HNW client bank & for leveraging the strong relationships which you will build with these clients, in order to further develop business through the family generations & referrals etc.

You will be provided with:

  • Flexibility to work from home, should you wish
  • Full administration & paraplanning/report writing support, provided by a well qualified, experienced team
  • A book of quality, active clients to manage & develop
  • Quality lead generation, via seminars, client events etc.
  • Opportunity to have a share in the business after 5 years

You will need to be/have:

  • Qualified & authorised to advise (Diploma/CAS/SPS)
  • Ideally Chartered, or progressing towards
  • Proven experience in working successfully with wealthy clients and developing trusted relationships
  • Strong business development, presentation & influencing skills
  • Proactive, energetic & highly motivated

In return, the Senior Financial Adviser can expect a salary of £55K-£70K, according to experience & qualifications and superb annual earnings potential of £100K+ (there is no requirement to bring clients).