Financial Adviser

Are you a Level 4 Qualified Financial Advisor who is working towards Chartered status or is interested in doing so? If the answer is yes, this excellent opportunity to join a well-established firm of Financial Consultants who are based in Bishops Stortford could be for you!

Our client, who have been providing holistc financial advice since 2010 are looking for an experienced Financial Advisor to join their established team.

The role will be centred around providing advice to help maintain existing client relationships whilst looking to develop the book of business and resulting income to the firm. From very early days, this business has evolved mainly through client recommendations, of which they are extremely proud.

You will be looking after the financial needs of an existing book of clients already looked after by the firm. You will take responsibility for the advice provided, ensuring this meets company and FCA guidelines and is appropriate to meet the client’s objectives

You will have the ability to benefit from client leads generated within the firm and administrative support will be provided to you.

The role itself will be home-based hybrid. The client bank is generally located in Suffolk / Norfolk. Therefore, you will need to be in commutable distance of these areas.

• Competitive salary and benefits package available
• Ability to earn additional income
• There will be an element of working at home and the business will provide you with the required equipment.
• There will be an element of visiting clients as above.
• There will be an element of meeting clients virtually.
• There will be a requirement to visit the Bishops Stortford office, perhaps once a week.

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to our client with the aim of getting a first stage interview secured.