Financial Advisor

2 months ago


Hertford Hertfordshire, United Kingdom Tate Recruitment Full time €75,000

Financial Advisor
Hertford, Hybrid Working.
Basic £75,000 with a generous bonus scheme. Are you a Financial Advisor looking for an exciting new challenge/opportunity?
Are you a forward-thinking dynamic Financial Advisor who would like to join a fully established and supported team working in an excellent environment in Hertford covering the Herts and Essex area? Our client delivers exceptional financial planning service to their HNW clients, and they will provide you with a client bank to help kick start your journey within the group. They have a team of very talented people to help you reach the pinnacle of your career and grow the business. Key Responsibilities required Financial Advisor:
Assessing & identifying financial needs for new and existing clients
Providing holistic financial planning services
Conducting lifestyle planning assessments
Presenting financial recommendations to clients
Conducting client financial reviews
Keeping up to date with regulatory changes
Networking with professional partners
Lifestyle cashflow planning.

Requirements for the Financial Advisor:
Level 4 qualified (Diploma in Financial Planning) ideally working towards chartered.
A min of 5 years’ experience in an authorised financial planning role with competent adviser status.
Lifestyle Planning experience.


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