64a High Street, Harpenden, Herts, AL5 2SP
Reporting to: Adam Cook; Operations Director
Location: Offices based in Harpenden and Hitchin.
Purpose of the role: To advise and support our existing client relationships and on board new clients through referrals and introductions.
To take on and maintain existing client relationships from our client bank, providing periodic reviews to ensue the ongoing suitability of advice.
Onboard new clients through client referrals and marketing.
Microsoft Office Suite, Iress Xplan, O&MProfiler, Cashcalc, Voyant
Knowledge of Standard Life Wrap, Aegon/Cofunds and AJ Bell Wrap would be preferred but not essential.
Although a broad knowledge of all retail investment products is essential, our main target market is at and in retirement. A good knowledge of pension and drawdown solutions is required.
Achieved Level 4 Diploma in Financial Planning as a minimum.
Our team of professional advisers offer a personal service underpinned by industry leading technology. Our purpose is to promote the financial well-being of our clients, their families and their businesses, through innovative use of investments, pensions and protection.
Lyndhurst Financial Management Limited offer our mortgage and financial advisers access to full adviser CRM and software packages, facilities to work from home or office desk space, access to meeting rooms for client appointments, flexible working hours and a structured remuneration package.
Salary and Benefits
Salary negotiable based on experience.
Auto-enrolment pension and 4* salary death in service.
Working in financial services we believe our staff members are equipped to purchase suitable protection products and benefits for their needs with their training and knowledge and access to independent advice. Therefore, we pay as much as we can to allow them to choose their own benefits.
Based in Hertfordshire we are striving to be recognised as the leading independent financial advisers in the area. We have a team of 31 staff across 3 offices.
We use best of breed technology solutions and are innovating further to enhance our client proposition and utilise the latest developments in software integrations allowing us to serve more clients.
We are keen to be part of our community and support many local school events and sports clubs with education and sponsorship.
We are recruiting the best local talent to form long term client relationships offering guidance, advice and support throughout their financial journey.
To apply for this job online just fill out the simple form below and one of our team will get back to you ASAP.