Independent Financial Adviser - Financial Planning
Bishop's Stortford, Hertfordshire, East Hertfordshire, Hertfordshire; Hertfordshire; East of England; England
£60,000 - £75,000
Posted 2 days ago
About the role
Job Description We are an independent financial advice firm with a strong presence in the local community, looking for an experienced adviser to join the team.
Please ensure you read the below overview and requirements for this employment opportunity completely.
This is a genuinely flexible, remote-first role with an office available whenever needed for client meetings, collaboration, or simply a change of scene.
Clients are provided - you will not be expected to bring a client bank but if you have existing clients, we are happy to accommodate.
Senior Operations and senior Paraplanning support is provided.
About you:
- At least 5 years' experience as a financial adviser, with a strong record of delivering suitable, compliant, client-focused advice
- Level 4 Diploma in Regulated Financial Planning (or above) — Chartered status desirable but not essential
- Comfortable working remotely but maintain a close working relationship with the team.
- A contemporary approach to advice — utilising modern technology to streamline operation and improve client servicing
- A team player who appreciates the collaborate approach to work and understands the value of all those in the process
- High professional standards, ethics and integrity
What we offer:
- Basic salary of £60,000–£75,000, dependent on experience
- Performance-related bonus, xkybehq with an on-target package of up to £90,000 and beyond when established
- Competitive benefits package
- 26 days' holiday plus bank holidays
- Professional body membership fees and CPD/exam support covered
- Home-office equipment provided
- A strong, culture driven company.
- Genuine flexibility with a private office available when required
- Consistent new client flow
About this listing
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