Wealth Manager - Hertford, Hertfordshire, United Kingdom, SG137


We are working with a successful and growing wealth manager based in the Hertford region. My client has recently acquired a IFA and is looking for someone to come on board and service that bank, alongside developing new relationships via referrals and own network. My client is a large multinational with growth opportunities always on the horizon and full back office support to enable you to focus on the job at hand.

With offices on the border of Bedfordshire and Hertfordshire, and Wealth Advisers across Herts, Beds, Bucks and beyond, our clients and their financial well-being is central to everything that we do.

The current team of advisers and support staff are highly professional and perform to high standards, my clients are always looking for like-minded individuals to join their growing team.

Current Opportunities

Financial Adviser Roles / Wealth Managers

Earnings: Salaried + Performance Pay - To be agreed based on experience

Key requirements:

Minimum of 3 years experience

Holds CAS (Competent Adviser Status)

You are full Diploma Level 4 qualified (DIPFA or DIPPFS or IAD), have a good sales track record and experience of working with High Net Worth Clients.

You can demonstrate you have managed Private Client portfolios.

You would like the opportunity to take a significant leap forward in your career. You will be provided with an attractive income structure that enables you to take progressive steps forward in your earning capacity. Depending on your situation we can offer salaried, self-employed or hybrid roles.

You can demonstrate you are very proactive, dynamic, and ambitious and aspire to a certain lifestyle for yourself and your family.

You want to be self-sufficient while having a supporting structure behind you so you can reach your full potential.

Leads to be provided initially, as recently purchased an IFA and client bank needs to be serviced.

Personal requirements:

Work/life balance is important you and you want to provide a quality lifestyle for your family without sacrificing excessive family time.

You are looking for the next logical step in your career...... click apply for full job details