Financial Advisor - Required

Well established Independent wealth firm located in Hertfordshire.

Duties: Contacting clients and setting up meetings, client reviews, planning client current provision and future aims. Researching the marketplace and providing clients with information on new and existing products and services. Designing financial strategies, Liaising with head office and financial services providers, Assisting with all aspects of Client Administration, Tax Calculations, Cashflow Planning and Keeping up to date with financial products and legislation.

You are looking for Well organised individual, good management skill, Can use own initiative, Can prioritise own workload, strong communication skills, and IT skills. Level 4 qualification CFA / CFP.

This is office-based role due to having high profile clients based onsite, Mon to Fri, Full time, Permanent, £50k to £55k, annual bonus, life assurance, healthcare, progression and development, further education support, flex / work life balance

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Brook Street is proud to support the Armed Forces Covenant and as such, we guarantee to interview all candidates who are veterans or spouses/partners of military personnel, and who meet all the essential criteria for the vacancy.

As a Disability Confident Leader, and holder of the Gold Award status from the Defence Employer Recognition Scheme, Brook Street, as a supplier to the Public Sector Resourcing Framework (PSR), will offer you a guaranteed interview with a PSR Sourcer.

Should you identify as a candidate with a disability and/or as a veteran or spouse/partner of military personnel and meet all the essential criteria for the role, we encourage you to reach out to us via the Brook Street website. Here you will find a link to register your interest and state the role that you are interested in. We are committed to engaging with you.

In cases where we have a high volume of ex-military candidates/military spouses/partners, who meet all of the essential criteria, Brook Street will interview the best candidates from within that group.