Chartered Financial Advisor

Job reference
Saffron Walden, Essex, United Kingdom
Start date
To be arranged
IFA jobs
Contract type(s)
Full time
Date posted

Antony George Recruitment

Chartered Financial Advisor

The purpose of this role is to act as a Chartered Financial Advisor within the business, to help client manage their client’s finances and achieve their financial goals.

Duties and responsibilities

Your main duties will include (but not be limited to):

Prepare Financial Plans and advise on financial issues to ensure clients meet their goals, to generate and retain new business relationships and build strong relationships with existing ones. To analyse client’s financial statuses and customise financial plans to their changing needs. You will present and advise on suitable financial products and services and maintain updated knowledge of regulations, practices, and financial products.

The Company

Our client is a highly successful Chartered IFA practice in Essex. They take a highly consultative approach to wealth management and advice.  The business is currently expanding in several directions and is looking to acquire a dynamic and flexible Chartered Financial Planner.

What does the successful candidate look like?

The successful Advisor will be a Chartered Individual with a minimum of 4 years’ experience within an advising capacity who is able to build strong new relationships and continue to build upon existing ones. Someone with a long-term view and focus on the importance of spending time with clients is essential.

Salary & Benefits:

You will receive a competitive salary of £40,000 - £70,000 per annum with an annual discretionary bonus. Your package will also include 25 days holiday, 3X DIS and Private Medical Insurance. Flexible working is an option with ideally 3 days a week in the office and the opportunity to work from home on the remaining 2. Clients are available to the Advisor coming on board to service and s steady stream of new clients.

Location: Essex, Saffron Walden

Experience (Essential):  at least 3 years as a financial advisor

Qualifications (essential): Level 6 Chartered through the CII

Type of role: Full Time, Permanent

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat one our Directors, Lee Old. Alternatively find us on LinkedIn and send us a message!

Antony George Recruitment
Antony George Recruitment