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Accountancy Divisions
,
Watford, Hertfordshire
Financial Adviser - Employed with Client Bank
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Financial Adviser - Employed with Client Bank Watford Salary£45k including Pension, DIS and Bonus Financial Divisions are delighted to be supporting a very forward-thinking business in their search for a Financial Adviser. Due to an Financial Adviser retiring, there is a large client bank to be passed over and serviced, as well as an ongoing lead generation of fully qualified HNW leads. I am looking for an experienced and proven Financial Planner, who is dynamic, client focussed and technically proficient and if you come from a Bancassurance background this will be very beneficial. As the Financial Adviser, you will help to service an existing client base and develop new opportunities through the leads that will be provided. As the Financial Adviser, you will benefit from full paraplanning and administration support, helping you provide an excellent level of service to the new and existing clients. You will either be a Chartered Financial Planner or be working toward completion and have a minimum of 2 years’ experience with High-Net-Worth clients and appropriate investment / tax strategies. Please send your CV to Madeleine