Job Description
A small and successful directly authorised firm is looking for a client-focused, growth-minded Financial Advisor to join their team. They pride themselves on building long-term relationships and providing truly independent financial advice to their valued clients.
Due to continued growth through referrals and new business, the client is expanding. This is your opportunity to take over an active portfolio of clients, while also having the autonomy and support to grow your own book through referrals and lead generation.
* Salary: Competitive
* Location: Within travelling distance of Hertfordshire, Buckinghamshire and Bedfordshire
* Remote working with client visits
Benefits:
* Company car or car allowance
* Generous Bonus Structure
* Medical and life cover
* Personal pension contribution
* 25 days holiday Bank holidays
Responsibilities:
* Delivering high-quality client reviews and financial advice across pensions, investments, savings, and protection.
* Managing and nurturing an existing book of 120 clients with investable assets up to £250,000. with a focus on retention and relationship building.
* Developing new business opportunities through referrals, introductions, and proactive outreach.
* Working remotely from home, conducting meetings via phone/video, with in-person visits to clients where beneficial.
* Maintaining a client-centric, ethical, and compliant advisory approach.
Skills and Experience Required:
* Level 4 Diploma qualified (or equivalent) in Financial Planning.
* Previous experience as a Financial Advisor (with CAS status).
* Demonstrable track record of growing a client bank through referrals and business development.
* A true people person – approachable, professional, and passionate about doing the right thing for clients.
* Strong IT literacy and comfortable with remote/virtual client engagement.
If you're ready to step into a role where your experience is valued, your input makes a difference, and your earnings reflect your success — we’d love to hear from you.