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Employed IFA


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St Albans

Salary £50000 - £75000

Recruiter Managing This Role

We are assisting a well-respected Wealth Management firm based in St Albans in welcoming an Employed Adviser into their team. As a company they have built long term, trusting relationship with their clients which you would be part of. They have strong links with Accountants and Solicitors for regular leads, as well as referrals and inboard calls. No active marketing is needed as they are already busy. Upon joining the company there is a client bank for you to develop, as well as building upon this. There are no sales targets, meaning you can focus on providing a client centric service. Don’t worry, there is still a discretionary bonus on top of the basic salary.

Even though a small office, circa 15people there is a great community feel, with a very friendly but professional working environment. Hybrid working is offered so you don’t need to be in the office 5days a week. They have staff meals out during the year, other socials such as bowling and offer flexible start times.

What’s needed for me to be considered for the Financial Adviser role?

  • Previous experience within IFA practices 
  • Knowledge and understanding of the FCA regulations
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

What’s next?

Apply today to be considered for this Financial Planner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career 
Financial Planner, Technical Associate, IFA, Wealth Manager, Adviser, Advisor

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