Wealth Planning Consultant

1 week ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

About the Role

We are seeking an experienced Financial Planner to manage a portion of our Managing Director's existing book of business. This is a servicing role that requires a candidate with 2+ years of advising experience to undertake an existing book of business and generate new business referrals.

The ideal candidate will have strong consulting skills and be able to provide expert advice on pensions, investments, tax planning, cashflow modelling, and retirement planning.



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