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Financial Adviser jobs in London Colney

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    • Proven experience in financial services with a strong understanding of financial planning principles.
    • In this role, you will provide expert guidance on…
    • View all The Door Recruitment Group jobs - St Albans jobs
    • Salary Search: Financial Advisor salaries in St Albans
    • Previous adviser experience within a financial planning or IFA environment.
    • A collaborative, ethical, and client-focused approach to financial planning.
  • View similar jobs with this employer
    • Clear opportunity to develop your financial planning career within a successful and supportive business.
    • Managing annual client reviews from start to finish.
    • You have advanced Excel and financial modelling skills and can confidently review complex valuation models.
    • You will oversee the valuation management and review…
    • Client-first mindset with the ability to navigate complex financial needs.
    • Manage a portfolio of clients, delivering bespoke financial planning and investment…
    • 1-4 years of experience in a financial services setting.
    • We assist employees in saving and planning for retirement, offer financial support for higher education…
    • Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
    • You find yourself spending more time on admin and less…
    • Supporting operational effeciences within financial planning: 2 years (preferred).
    • Experience in financial services administration and case management (SJP…
    • Using financial planning software and modern technology.
    • Career progression into paraplanning or financial advice.
    • Fully funded CII Diploma study support.
    • Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools.
    • Daily breakfast in the office.
    • Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:
    • Financial Management: Support the Principal with financial planning and cash flow management.
    • Proven experience working within a wealth management/financial…
    • Experience mapping and analysing client journeys and operating models in financial services.
    • You will contribute to the delivery of high profile and complex…
    • Help drive business growth by managing client relationships.
    • Ensure we meet the highest quality and risk management standards.
    • Two days in the office.
    • EY's Financial Services practice is a unique industry focused business unit that provides a broad range of integrated services to financial institutions and…

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Financial Advisor
The Door Recruitment Group
St Albans
£55,000 - £70,000 a year
Full-time
Apply now

Job details

£55,000 - £70,000 a year
Full-time
St Albans

Full job description

Job Overview

Are you a financial advisor looking for a change? How about a fast growing organisation with a respectful culture that cares about the advice they are giving their clients?

We are seeking an experienced and motivated Financial Advisor to join our team and empower clients to achieve their financial goals. In this role, you will provide expert guidance on financial services and develop personalized financial plans that align with clients’ aspirations. Your enthusiasm and proactive approach will help clients navigate complex financial landscapes, ensuring they make informed decisions for a secure future. This paid position offers an exciting opportunity to grow your career in a vibrant, client-focused environment dedicated to excellence and integrity.

Responsibilities

  • Build strong relationships with clients by understanding their financial needs, goals, and risk tolerance
  • Develop comprehensive financial plans that incorporate investment strategies, retirement planning, tax optimization, and estate considerations
  • Provide expert advice on a wide range of financial services, including insurance, investment products, and banking solutions
  • Conduct regular reviews of clients’ portfolios to ensure alignment with their evolving goals and market conditions
  • Educate clients on financial concepts and market trends to promote informed decision-making
  • Maintain detailed records of client interactions, recommendations, and plan updates in compliance with regulatory standards
  • Stay current with industry regulations, financial products, and market developments to deliver accurate advice

Skills

  • Proven experience in financial services with a strong understanding of financial planning principles
  • Excellent interpersonal skills to build trust and communicate complex information clearly
  • Strong analytical abilities to assess client needs and develop tailored financial strategies
  • Ability to stay organized and manage multiple client accounts efficiently
  • Knowledge of relevant regulations and compliance standards within the financial industry
  • Proficiency in financial planning software and tools is preferred
  • A proactive mindset with enthusiasm for continuous learning and professional growth

Join us as a Financial Advisor and be part of a team committed to transforming lives through expert financial guidance. Your dedication will help clients unlock their potential while advancing your career in a rewarding environment focused on integrity, growth, and success.

Pay: £55,000.00-£70,000.00 per year

Work Location: In person

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