Harold Stephens Recruiting For A New Financial Adviser

Please note we are not currently welcoming interest from recruiters for this role
Harold Stephens is an established local IFA firm helping local retiree clients. We are based the High Street in Westbury on Trym, and we are experiencing fantastic growth.  Our entrepreneurial Director, Richard Higgs is a Chartered Financial Planner with over 20 years’ experience, and he is currently seeking to take on a full-time financial adviser to work alongside him in servicing his ever-growing client bank.

The ideal candidate will be Level 4 qualified with 1 -2 years’ experience minimum experience as a Financial Adviser within a similar size IFA firm. As specialists in later life planning, we are looking for an adviser with a skill set and eventually qualifications required to provide the levels of service our clients expect.

You would be joining a small team, so the role would suit someone who is not averse to working in a small group, and who shares our same values and beliefs with family and community always being at the heart of everything we do.

Experience

 Essential:

  • Evidence of commitment to previous employers

  • Previous experience of working in IFA company

  • Detailed knowledge of Investments, tax planning and Defined Contribution pensions.

  • Excellent communication skills, both verbal and written, and ability to communicate with colleagues and clients at all levels.

  • Self-motivated, with an ability to work and think under own initiative.

Desirable:

·        Knowledge and understanding of cash-flow modelling

·        Experience using Intelliflo database

Qualifications

Essential:

  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning

Desirable:

  • Working towards Chartered status

  • LTC qualification

  • Additional later life qualifications

What can we offer you?

  • A competitive salary dependent on experience

  • Bonus structure

  • ·23 days holiday plus bank holidays.

  • Pension

  • Full time hours or 4 days minimum considered

  • A friendly and supportive team, enjoying regular team activities

How to apply

Please send your CV and your answers to the below questions to support@haroldstephens.co.uk.

1.       What steps would you take to adapt to being a later life specialist?

2.      In your opinion what do you think are the top 3 attributes required for working in a small team?

3.      What do you do to ensure that clients you are helping are receiving the same service?

Harold Stephens is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.

 

Amy Wood