Financial Adviser – Servicing Role
Bishop's Stortford | Competitive Salary + Bonus | No New Business Targets
A bespoke and well-established independent Financial Planning firm is looking to expand its advisory team by welcoming a new Financial Adviser. With a focus on providing high-quality, tailored advice to High Net Worth clients, this firm maintains strong and longstanding ties to a respected legal practice, providing a steady and loyal stream of clients.
This is an exceptional opportunity for a professional adviser who enjoys nurturing long-term client relationships. You will be stepping into a fully serviced client bank with no pressure to generate new business, allowing you to concentrate purely on delivering excellent advice and client care.
* Join a boutique, client-centric financial planning firm with a highly professional reputation
* Inherit and manage an established portfolio of HNW clients
* Enjoy a strong support structure from an experienced paraplanning and admin team
* Work in close alignment with legal professionals to deliver holistic advice
To be considered for this position:
* Experience working within an IFA or Financial Planning practice
* Experience with High Net Worth clients is desirable
* Strong technical knowledge across pensions, investments, and estate planning
* A relationship-led approach with a high level of professionalism
Benefits:
* Competitive basic salary
* Bonus structure linked to servicing and retention
* High-quality client bank ready to inherit
* No new business targets
* Long-term career progression in a stable and respected firm
Apply today to be considered for this Financial Adviser opportunity. One of our specialist consultants will be in touch to share more details and discuss whether this could be the right fit for you.
If you know someone suitable, refer them and earn £200 if we help them secure a new role.
Financial Planner, Wealth Manager, Financial Consultant, IFA, Independent Financial Adviser, Financial Planning