Financial Adviser jobs in Hemel Hempstead

WE ARE HIRING A TRAINEE FINANCIAL ADVISER

ABOUT US:

We are a Chartered Financial Planning firm based in Hertfordshire providing a financial planning advisory service to private clients. We love what we do. We have the privilege and responsibility to become intricately involved in the lives of a very diverse range of people, often with incredible stories to tell. Because of our skills, knowledge and passion, they are able to entrust their financial future, and the financial future of their children into our hands. To us, that is very special and resonates with the team and our core values. We are looking for an enthusiastic and ambitious person to start an exciting and rewarding career in financial planning with an accelerated development programme.

WHY WORK WITH US?

· We operate a team ethos and you will be surrounded with support and development that ensures your knowledge and skills allow you to be the best you want to be.

· We offer great employee benefits:

• Pension scheme – we match your personal contributions between 4% and 7%
• Life insurance – we will provide life cover at 4 times your salary
• Wellbeing – we will provide private medical insurance, subject to eligibility criteria
• Free car parking – you will need to have a clean driving licence and your own car for commute purposes.

WHAT WILL I DO?

We will expect you to operate on a highly structured basis, with clear policy, procedures and workflow. You will be providing a professional and compliant based advisory service to our existing clients. You will also be expected to engage in self-promotional activity to seek out new clients.

Your development and training will follow a structured plan with dedicated support, coaching and mentoring and you will also shadow a Chartered Financial Planner so that you become fully competent in all the skills needed to be an effective and efficient financial adviser. You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.

Your development programme has 2 parts:

Part 1: To engage in a business training programme to enable you to be fully skilled in the delivery of:

• Paraplanning services
• Client segmentation & communication programmes
• Cash flow & financial modelling
• Effective and efficient service using CRM & structured workflows.

Part 2: To engage in an advisory training programme to enable you to become a fully competent Chartered Financial Planner by:

• Gaining the certificate in Mortgage Advice and Practice
• Gaining the Diploma in Financial Services qualification
• Achieving Chartered status

WHAT SKILLS, KNOWLEDGE & EXPERIENCE DO I NEED?

• 5 plus years sales/ industry experience.
• and/ or Graduates with a minimum 2.1 achieved or expected. (Economics, accounting, maths or finance related degrees preferred but not essential)
• Excellent communication skills, written & verbal.
• Strong interpersonal & influencing skills
• Trustworthy: able to gain respect and trust of our colleagues and our clients
• Ability to evidence quick learning and adopt a personal responsibility for learning.
• Ability to apply new skills and knowledge.
• Desire to quickly grasp the issues that relate to the role and the financial services profession.
• Able to work within defined business processes delivering accuracy within prescribed deadlines.
• Strong personal organisation - ability to achieve agreed outcomes without supervision.
• Articulate - able to explain complex ideas in a straight-forward way.
• Ability to multitask and prioritise effectively.
• Ability to work independently and in a team.

What personal characteristics will I need to evidence?

Becoming a financial adviser must be the career of your choice. You must possess a strong and demonstrable desire as well as the skills & attributes to seek out new clients and have the personal skills & attributes that promote open and constructive communication. You have the flexibility for, and commitment to, continual development. You want to enjoy what you do, have clear personal goals and be part of a professional and supportive team.

WHAT IS THE SALARY?

In addition to the benefits stated above your starting salary will be £32,500 with prospect for significant bonuses based on client engagement. We offer you the chance to grow and develop and be as brilliant (and high earning) as you want to be.

I WOULD LOVE TO BE PART OF THE BSG TEAM - what do you need to know about me

We are only interested in people who want to make being a brilliant financial adviser their long-term career. So, get us interested in you by setting out in a short covering letter why you are the right person for this opportunity and why we should take your application to the next part of the process.

Please bear in mind that based on previous experience we know that if you are not able to self- commute and be within a maximum of one hour journey time this position will not work for you

We are excited to find new talent to join our team and can’t wait to hear from you.

Job Types: Full-time, Permanent

Pay: From £32,500.00 per year

Benefits:

• Company pension
• Life insurance
• On-site parking
• Private medical insurance

Ability to commute/relocate:

• Radlett WD7 9AD: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Please take note of the below referenced section of the job advert which is a mandatory requirement for consideration

I WOULD LOVE TO PART OF THE BSG TEAM - what do you need to know about me

Education:

• A-Level or equivalent (required)

Work Location: In person