Independent Financial Advisor - Hertford - Up to £60,000

Smart10 Ltd
13 Apr 2018
21 Apr 2018
Contract Type
Full Time

Job Title: Independent Financial Advisor

Location: Hertford

Salary: up to £60,000 per annum

Contract: Permanent, Full Time – Monday to Friday

Are you an experience and passionate Financial Advisor looking for your next opportunity?

Our client in the heart of Hertford offering a superb client focused environment is looking for a Financial Advisor to join their team to work closely with existing clients and to develop new business.

The ideal candidate will have all rounded knowledge and experience within the wealth management industry, this is a great opportunity to join a journey with a growing firm!

Main responsibilities for the role are:

-Provide financial advice for new and existing clients

-Identify needs from clients

-Client file reviews

-Ensure client receive suitable advice inline with their needs and objectives

-Lead generation to develop new clients

-maintain professional knowledge and develop existing skills by studying and taking exams to ensure up to date knowledge of the financial services sector

-Completing annual reviews

Skills and Experience required:

-Hold level 4 Diploma in Financial Planning

-Good knowledge of compliance and regulatory requirements

-Good working knowledge of investment platforms and back office systems

-Advanced IT Skills

Company Benefits:

-25 days holiday + 8 days bank holiday


-Parking close by

-30% bonus scheme

-Full support of Paraplanners and Administrators

Should you be short listed for this position, a member of the Smart10 team will be in touch with you in the next five working days. Good luck with your application!

Smart10 Ltd is a "Multi Award Winning" and independently run recruitment consultancy which specialises in both permanent and temporary positions across all Business Support roles. Smart10 have become renowned as one of Hertfordshire's most dynamic recruitment companies.

As a business, we won the Judges Award in 2012, Best New Business Award in 2013 and 'Business Person of The Year in 2016, at The Hertfordshire Business Awards, for being the most "promising" and "innovative" company within Hertfordshire.

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