Senior Financial Consultant

3 weeks ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time

We are seeking an experienced Senior Financial Consultant to join our team in Hertford, covering Herts and Essex. This is a challenging opportunity for a dynamic and forward-thinking professional to deliver exceptional financial planning services to high net worth clients.

Main Responsibilities:

  • Assess client financial needs and identify opportunities for growth
  • Conduct research on products and services
  • Implement anti-money laundering processes
  • Provide holistic financial planning advice
  • Conduct lifestyle assessments and plan accordingly
  • Presentation of financial recommendations to clients
  • Regular client reviews and updates
  • Stay up-to-date with regulatory changes
  • Network with professional partners
  • Contribute to marketing initiatives

Requirements:

  • Diploma in Financial Planning (Level 4) or chartered status ideal
  • Minimum 5 years' experience in authorised financial planning with competent adviser status
  • Cashflow and lifestyle planning expertise
  • Strong ambition, attention to detail, and excellent communication skills

This role offers a competitive salary of £75,000 (basic) + generous bonus scheme, achievable OTE £150k year one, plus benefits.

Tate Recruitment is proud to be working with a leading organisation to find the perfect candidate for this exciting opportunity.



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