Experienced Financial Advisor
3 weeks ago
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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