Financial Planning Specialist
3 weeks ago
As a Financial Planning Specialist at Tate Recruitment, you will play a pivotal role in delivering exceptional financial planning services to high-net-worth clients. This is an exciting opportunity for a motivated and ambitious individual to join a fully established and supported team in Hertford.
Salary and Benefits
We are offering a basic salary of £75,000 with a generous bonus scheme, making the total estimated remuneration package up to £150,000 in the first year. You will also receive a range of benefits including an achievable OTE of £150k year one.
Key Responsibilities
- Assessing and identifying financial needs for new and existing clients
- Conducting product research and implementing money laundering processes
- Providing holistic financial planning services and conducting lifestyle planning assessments
- Presenting financial recommendations to clients and conducting client financial reviews
- Keeping up-to-date with regulatory changes and networking with professional partners
- Contributing to marketing initiatives and maintaining an up-to-date Statement of Professional Standing
Requirements
- Level 4 qualified (Diploma in Financial Planning) ideally working towards chartered status
- A minimum of 5 years' experience in an authorised financial planning role with competent adviser status
- Experienced in cashflow and lifestyle planning
- Strong ambition, attention to detail, excellent communication and interpersonal skills
Becoming Part of Our Team
If you are a motivated and ambitious Financial Planning Specialist looking for a new challenge, please contact us to discuss this opportunity.
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