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Financial Adviser jobs in St Albans

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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
    • This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.
    • A full driving licence is useful, particularly if you are supporting independent financial advisers (IFAs) who may have to travel to visit clients at their own…
    • Experience using Intelligent Office (IO) and financial planning platforms.
    • Maintain accurate client records and workflows within Intelligent Office (IO).
  • View similar jobs with this employer
    • Experience in leading delivery of large-scale financial projects, including the designing and implementing of financial operating models.
    • Assess clients’ financial situations, risk tolerance, and goals to create personalised financial plans.
    • You will be expected to leverage your sales acumen and…
    • Experience delivering holistic financial advice.
    • Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles.
    • At least 5 years financial markets experience within PWM, investing or sales trading.
    • We assist employees in saving and planning for retirement, offer financial…
    • Client-first mindset with the ability to navigate complex financial needs.
    • Manage a portfolio of clients, delivering bespoke financial planning and investment…
    • Exposure to a broad range of financial planning areas, client servicing and business development.
    • Our approach to financial planning is holistic and client-…
    • Previous adviser experience within a financial planning or IFA environment.
    • A collaborative, ethical, and client-focused approach to financial planning.
    • Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:
    • Build and maintain financial models to support client engagements.
    • Engage with clients to assess their capital needs, develop a strategy, and execute on…
    • This position is ideal for an adviser who enjoys building client relationships, delivering high-quality financial advice and winning new business, without the…
    • Leading annual reviews and providing proactive, ongoing financial planning advice.
    • Understanding clients’ changing circumstances, objectives and financial…

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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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