Senior Financial Consultant

7 days ago

Hersham, Surrey, United Kingdom Financial Divisions Full time £75,000 - £90,000

Senior Financial Consultant Opportunity

A key client of Financial Divisions is seeking a Senior Financial Consultant to manage a portion of their existing book of business. The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to high net worth individuals and families.

Key Responsibilities:

  • Manage a portfolio of high net worth clients with investable assets ranging from £300k to £5m
  • Provide expert financial advice on pensions, investments, tax planning, IHT planning, and protection
  • Develop and implement comprehensive financial plans to meet clients' goals and objectives
  • Build and maintain strong relationships with clients and colleagues

Requirements:

  • Chartered Financial Planner or equivalent qualification
  • At least 5 years of solid advising experience
  • Strong understanding of financial planning and wealth management
  • Excellent communication and interpersonal skills

Benefits:

  • Attractive bonus scheme for consultants
  • Benefits package including life cover, PHI, and PMI
  • Free car parking

Company Culture:

Financial Divisions is a dynamic and forward-thinking company that values its employees and clients. We offer a supportive and collaborative work environment that encourages professional growth and development.

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