Award-Winning Financial Planner

3 weeks ago


Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time
About the Role
We are seeking an experienced Financial Planner with a background in independent wealth planning to join our team. Ideally, you should have at least 5 years of experience in advising clients on investment, tax planning, cash flow modeling, retirement planning, and protection.

As a key member of the team, you will be responsible for managing a portfolio of clients, providing expert financial guidance, and working closely with the Managing Director to achieve business objectives.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

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