Senior Wealth Planner
7 days ago
We are seeking a Senior Wealth Planner to join our team in Hertford, covering Herts and Essex. This is an exciting opportunity for a dynamic and forward-thinking professional to deliver exceptional financial planning services to high net worth clients.
The successful candidate will be responsible for assessing client financial needs and identifying opportunities for growth, conducting research on products and services, and implementing anti-money laundering processes.
Key responsibilities include:
- Providing holistic financial planning advice to clients
- Conducting lifestyle assessments and planning accordingly
- Presenting financial recommendations to clients
- Regularly reviewing and updating client plans
- Staying up-to-date with regulatory changes
The ideal candidate will have a Diploma in Financial Planning (Level 4) or chartered status, minimum 5 years' experience in authorised financial planning, and strong ambition, attention to detail, and excellent communication skills.
We offer a competitive salary of £75,000 (Basic) + Generous Bonus Scheme, Achievable OTE £150k Year One, plus Benefits.
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Senior Wealth Planner
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Watford, Hertfordshire, United Kingdom Tate Recruitment Full timeJob OverviewWe are seeking an experienced Senior Wealth Planner to join our Hertford team, covering Herts and Essex. As a key member of our financial planning team, you will be responsible for delivering exceptional wealth planning services to high net worth clients.The ideal candidate will have a proven track record in financial planning, with a strong...
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Senior Wealth Manager
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Senior Wealth Management Consultant
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