Financial Advisor - Stevenage - Salary Negotiable
Job Title: Financial Advisor
Salary: Negotiable, depending on experience
Contract: Permanent, Full Time
The Company: A dynamic firm situated in Stevenage are seeking a financial advisor to drive their vision forward.
Purpose of the role: You will offer clients guidance and advice on a range of products including inheritance tax planning, investments, retirement planning and more.
Duties of the role:
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans
- Handle a range of customer queries
- Assist in the development plans for the company
- Offer expertise to other members of the team
- Maintain awareness of latest legislative changes
- Relevant qualifications in Financial Planning (CFP ideal)
- Strong industry experience as a Financial Advisor
- Would suit qualified financial advisors or a dynamic paraplanner looking to take the next step
- Customer facing experience
- strong knowledge of financial planning concepts and legislation
- Experience with financial planning software
- Excellent communication skills
Should you be short listed for this position, a member of the Smart10 team will be in touch with you in the next five working days. Good luck with your application!
Smart10 Ltd is a "Multi Award Winning" and Independently run recruitment consultancy which specialises in supplying both Permanent and Temporary positions across all Business Support roles. Smart10 have become renowned as one of Hertfordshire's most dynamic recruitment companies. As a business, we won the Judges Award in 2012, Best New Business Award in 2013 and 'Business Person of The Year in 2016 at The Hertfordshire Business Awards, for being the most "promising" and "innovative" company within Hertfordshire.
The Smart10 Group recently also scooped the Award Winning Title of 'Most Inspiring Business Woman’ at The National 'Best Business Women Awards’ in October 2018!
We are proud to work with a leading number of blue-chip companies as well as smaller SME’s throughout the region. The smart10 team are an energetic and smart team of highly experienced and professional recruitment consultants who are committed at exceeding both our candidates and client’s expectations.