Senior Financial Adviser with Client Bank

  • Shortlist
Location Shillington , Hertfordshire
Sector Financial Services
Salary £50,000 - £70,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 52643

My client is a small and agile firm with a big firm's strength. They have a small company feel and culture. After a recent acquisition, they are looking to expand their advising team by adding a talented financial adviser to take over a book of business. It is an active client bank with a warm handover. 

The Opportunity

This is a fantastic opportunity for any successful financial adviser looking to take that next step in their career with a firm where the client is at the heart of everything it does. Due to an acquision, there is an active client bank to take over and develop further opportunities with these clients. Due to the nature of the business, you will be given high-quality pre-and-post sales support allowing you to focus all your attention on client servicing/revenue generating activities without being burdened with excessive administration. 

What's Needed to be Considered? 

  • You are fully Diploma Level 4 qualified and have a proven sales track record
  • Ideally, you have experience with an IFA firm and understand how that ‘client servicing’ model works.
  • You have overachieved in previous sales/advisor roles
  • IHT or pensions experience which would be an advantage
  • You very self-motivated and can work effectively with limited management oversight.

What next?

Apply today to be considered for this 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.  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.


IFA *Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager