Financial Advisor Opportunity
2 days ago
A senior financial planning role has become available at Financial Divisions, an independent wealth planning firm with offices near Hemel Hempstead. As a Financial Advisor, you will be responsible for managing a portion of the Managing Director's existing book of business.
This is a servicing role that involves consulting on investments, tax planning, cashflow modelling, retirement planning, and protections. You will have the opportunity to work with clients who are local and international families and SME owners based across Hertfordshire and London.
The ideal candidate will have 5 years of advising experience and a background in an independent wealth planning environment. The salary for this role is £65,000-£80,000 + Bonus, and you will also receive an attractive benefits package and holiday allowance.
Key responsibilities include:
- Managing a portfolio of existing clients
- Providing whole of market financial advice
- Working closely with the Managing Director to grow the business organically
In return for your expertise and experience, Financial Divisions offers a unique opportunity to work in a boutique, established IFA firm with a long-standing reputation in the industry. If you are a motivated and experienced Financial Advisor looking for a new challenge, please get in touch.
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