Senior Financial Strategist

3 weeks ago


Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time
Job Title:

Senior Financial Strategist (Employed Role)

We are seeking an experienced Financial Planner to join our boutique, family-owned IFA firm in the UK.

The ideal candidate will have strong interpersonal skills and the ability to build long-term relationships with clients. They will manage a portion of our existing book of business, providing whole-of-market financial advice to local and international families and SME owners.

About the Firm:
  • We are a reputable IFA firm with a focus on wealth management and financial planning.
Key Responsibilities:
  • Provide comprehensive financial advice on investments, tax planning, cashflow modelling, retirement planning, and protections for existing clients.
  • Client meetings will be held in-office, remotely, or virtually.
Benefits:
  • Salary: £65,000 - £80,000 per annum, plus bonus.
  • Attractive benefits package and holiday allowance.
  • Full administration and paraplanning support.
Requirements:

A background in an independent wealth planning firm is essential. The ideal candidate will have a proven track record of managing client relationships and providing expert financial guidance.



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