Financial Advisor

Location:

Hertfordshire. Contract Type:
Full-Time / Permanent, hybrid working.

Job Title:

Chartered Financial Advisor (Level 6 or Working Towards).

• Provide holistic financial planning and investment advice to individual and corporate clients.
• Build and maintain strong client relationships through regular reviews and proactive communication.
• Conduct thorough fact-finding and risk assessments to understand client needs and objectives.
• Develop bespoke financial plans covering pensions, investments, protection, and estate planning.
• Stay up to date with market trends, regulatory changes, and product developments.
• Maintain accurate records and ensure compliance with FCA regulations and company policies.

• Level 6 Chartered Financial Planner qualification (or actively working towards).
• Minimum Level 4 Diploma in Regulated Financial Planning.
• Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Commitment to continuous professional development.

• Competitive salary and performance-based bonus.
• Flexible working arrangements.
• Support for further qualifications and career progression.
• Access to cutting-edge financial planning tools and resources.
• Inclusive and collaborative company culture.

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Consulting and Finance
• Location:
  
  Hertfordshire, England