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Financial Adviser


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Salary £55000 - £75000

Recruiter Managing This Role

We are looking to recruit an Independent Financial Adviser to join a busy and growing Financial Services team in Hereford.

The client are a multi office employee owned business who are looking to add another IFA to their successful team. Full Paraplanning an Admin support is provided allowing you to go out and be successful in your own role.

This role will cover the area between Hereford and Newport where you will be in change of servicing and growing a client bank with the support of high quality accountancy leads.

Your day to day responsibilities will include:

  • Managing, servicing and reviewing existing clients.
  • Advising new and existing clients on pensions, investments and protection.
  • Converting Accountancy leads into Financial Planning business. 
  • Dealing with day to day queries from the clients and providers.
  • Representing the company at professional events.

The Person:

  • It is expected that you will be Level 4 Diploma qualified.
  • You will currently be working in an advisory role in Financial Services.
  • You must have good attention to detail and be able to work independently.
  • Excellent Communication Skills

On offer:

  • Competitive salary
  • A competitive bonus structure based on results and satisfactory KPI’s.
  • Matched employer pension contributions
  • Minimum 22 days holiday + bank holidays, increasing with length of service.
  • Paid training and development
  • Flexible working requests considered
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Application For Financial Adviser