Senior Financial Strategist

6 days ago


Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

Hewett Recruitment is seeking an experienced IFA to provide exceptional financial planning services to clients, offering pension, investment, and protection advice.

  • Provide pension and retirement planning advice, whole of market investment strategies, and insurance options to ensure clients achieve their long-term goals.
  • Conduct face-to-face client meetings, demonstrating recommendations and comparisons to build trust and confidence.
  • Engage with partners to promote the business and gain new business for pension and investment products, driving growth and revenue.
  • Build customer relationships by researching options and presenting recommendations that meet individual needs.
  • Maintain knowledge of markets, sectors, and regulations, ensuring compliance and access to a vehicle for work-related purposes.

Requirements: 2+ years advisory experience, CII DipPFS or equivalent qualification, and a flexible attitude.

36 hours per week in Droitwich, £60,000 + on-target earnings, reflecting the company's commitment to rewarding skilled professionals.



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