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Independent Financial Adviser

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Location

Berkhamsted

Salary £50000 - £70000
TypePermanent
WorkplaceHybrid
Ref83006

Recruiter Managing This Role

We are working with a dynamic and highly professional financial practice that has consistently grown through client recommendations since its establishment. With advisers boasting over twenty years of experience in the industry, the team is dedicated to providing first-class service to clients. 

The Role:

We are seeking a motivated and qualified Independent Financial Adviser to join the team. As an IFA, you will be responsible for providing comprehensive financial advice to individuals and businesses. The focus is on delivering holistic advice, recognising that each aspect of financial planning impacts others. We are committed to working closely with clients to help them achieve their financial goals.

Key Responsibilities:

  • Conduct thorough financial assessments and develop personalised financial plans for clients.
  • Provide expert advice on investments, retirement planning, insurance, and other financial solutions.
  • Continuously monitor and review clients’ financial strategies to ensure they remain aligned with their goals.
  • Build and maintain strong client relationships, demonstrating trust, truth, and transparency in all interactions.

Requirements:

  • Relevant industry qualifications and certifications
  • Strong knowledge of financial products, investment strategies, and retirement planning.
  • Exceptional interpersonal and communication skills.
  • A genuine commitment to putting clients’ interests first

Why Join

  • An opportunity to work for a company with a strong reputation for excellence and integrity.
  • A positive and supportive work environment, with a client-centric approach.
  • Competitive compensation and performance-based incentives.
  • Ongoing professional development and training opportunities.
  • The chance to make a real impact on clients’ financial well-being.

How to Apply:

If you are ready to join a company that values trust, truth, and transparency, and you meet the qualifications and requirements outlined above, please apply now!

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.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW

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