Financial Planner

Financial Planner

Saint Albans Full-Time No home office possible
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Job Description

Financial Planner

St Albans – Hertfordshire

Salary – Negotiable but circa £65,000 – £75,000 plus company benefits and high OTE

Hybrid position

Are you an experienced Financial Advisor looking for a role where you will benefit from inheriting a steady stream of established clients?

Do you have the skills and ability to also grow a book of clients from referrals, professional connections, marketing and networking?

Finally are you based in the Hertfordshire area and interested in a hybrid office/home position?

I have a superb opportunity to join an established practice, with full admin and paraplanning support, to facilitate a gradual transition of clients from the practice principal. This will provide you with a very strong existing base to develop your client bank from and a lot of high calibre referral opportunities.

You will be used to dealing with clients in the high net worth space, be a strong team player who will contribute to the growth and success of the practice, and be able to advise across the full advice product range.

This is a top drawer position and a wonderful opportunity for the person who secures it.

I would be happy to speak to you confidentially about this opportunity or please submit your CV and we can arrange a time to speak.

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Contact Detail:

IDEX Consulting Ltd Recruiting Team

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