Independent Financial Advisor

Independent Financial Advisor

Bishop’s Stortford

Competitive negotiable base salary, plus bonus, comprehensive benefits alongside exam support and a full client book.

Full-time | Permanent

Join a Leading Wealth Management Firm!

Are you an experienced and client-focused Financial Advisor ready to take the next step in your career?

It is seeking a Financial Advisor to join its growing Wealth Management team, working with high-net-worth individuals and families to deliver tailored, strategic financial advice.

It takes a lot of pride on integrity, long-term relationships, and delivering best-in-class financial planning and investment solutions.

With a strong reputation and a collaborative culture, it offers the perfect platform for ambitious professionals looking to make a real impact.

• Manage a portfolio of high-net-worth clients, delivering bespoke financial planning and investment advice
• Conduct in-depth financial reviews to understand client needs and objectives across pensions, investments, tax planning, and estate management
• Develop and present holistic wealth management strategies, aligned with regulatory standards and client goals
• Collaborate with in-house specialists including tax advisers, portfolio managers, and legal experts
• Stay informed on market developments and regulatory changes affecting client portfolios