Experienced Financial Advisor

3 weeks ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

Job Title: Experienced Financial Advisor - Client Relationship Specialist


Job Description: We are seeking an experienced financial advisor to join our team at Financial Divisions. As a client relationship specialist, you will work closely with one of our senior financial advisors to build solid relationships with existing clients. Your primary responsibility will be to gain a thorough understanding of each client's individual needs and provide expert advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and protections.


Responsibilities:



  • Work closely with senior financial advisors to build relationships with existing clients
  • Gain a thorough understanding of each client's individual needs
  • Provide expert advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and protections
  • Attend client meetings and take full responsibility for new enquirers from existing clients
  • Investigate any additional needs the client may have at annual reviews

About Us: Financial Divisions is a well-established independent firm of financial advisers, known for providing non-jargon-based advice to clients across Hertfordshire. We have built a lasting reputation for our expertise and commitment to customer service.



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