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Financial Associate

2 months ago

East Anglia, United Kingdom Financial Divisions Full time £65,000 - £80,000

Financial Divisions is seeking a skilled Financial Associate to join their team. As a Financial Associate, you will be responsible for managing a portfolio of clients with assets ranging from £500k to £50m. You will provide whole of market financial advice to local and international families and SME owners based across Hertfordshire and London. The ideal candidate will have 5 years of experience in financial planning and will be responsible for managing a portion of the Managing Director's existing book of business. Client meetings will be held in the office, away from the office, and virtually. The role offers an attractive benefits package and holiday allowance. Key responsibilities include consulting on investments, tax planning, cashflow modelling, retirement planning, and protections. The Financial Associate will work closely with the Managing Director to develop and implement financial plans for clients. The role is ideal for a candidate with a background in independent wealth planning. Salary: £65,000 - £80,000 & Bonus.