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Financial Adviser/ Wealth Manager

Ref: : 22803589 (Additional Resources Ltd.)
Location: :

Hertfordshire - South East

Rate: 50K (Permanent) +
Industries: Financial Services
Functional Areas: Finance

Financial Adviser/ Wealth Manager - Hitchin

Salary: Base Salary between GBP 45,000 and GBP 50,000 negotiable depending on experience, PLUS Performance Bonus linked to productivity and compliance measures.

The Company

Our client is a small and agile firm with a big firms` strength. They are a growth company but without the bureaucracy. With a motivated team of approximately 20 talented individuals supporting their growth. GBP 270m FUM. Operating from a suite of modern offices in a converted barn complex in Hitchin, Hertfordshire

The Role

This opportunity has become available following the retirement of the previous advisers who will assist in the handover of clients. The role will be field based with para planning and telephone-based servicing support from the Hertfordshire main office.

Your primary objective will be to preserve significant funds under management and increase the flow of new business from the client bank.

This will require effective servicing and proactive development of the client bank. You will be required to maximise the opportunity available from each client to help achieve a new business target for the firm in addition to the servicing function.

You will be supported by small administration team and will use the back-office system Intelliflo to support business submission and hold client data.

This position offers a unique opportunity for an adviser to develop his/her business. For the right candidate the opportunity to be further involved in the growth and development of the business is high

You will be supported by small administration team and will use the back-office system Intelliflo to support business submission and hold client data.

This position offers a unique opportunity for an adviser to develop his/her business. For the right candidate the opportunity to be further involved in the growth and development of the business is high.

Essential Skills and Requirements:

An experienced financial planner with the ability to build and maintain relationships with existing clients.

The drive and skill levels to achieve a New Business Target

Self-motivated and organised with effective time planning skills

Experience of mortgages would be an advantage

Living within 1.5 hours drive of the SG5 Office.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies and Employment


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