Experienced Financial Planner Wanted for Boutique IFA Firm

1 month ago


Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time
Company Overview

We are an established and family-owned independent wealth planning firm based near Hemel Hempstead, Hertfordshire. Our team offers whole-of-market financial advice to local and international families and SME owners.

Salary and Benefits

The successful candidate can expect a salary of £65,000 - £80,000 per annum, accompanied by a bonus structure. Additionally, our attractive benefits package and generous holiday allowance make this role highly competitive.

Job Description

This is a unique opportunity for an experienced financial planner to join our team and manage a portion of our existing book of business. You will be responsible for delivering exceptional client service, providing tailored financial advice, and building long-lasting relationships with our clients.

As a key member of our team, you will have access to full administration and paraplanning support, enabling you to focus on high-value activities such as client meetings and strategy development.

Required Skills and Qualifications

To succeed in this role, you will require:

  • A minimum of 5 years' experience in financial planning, ideally within an independent wealth planning firm
  • Demonstrable expertise in investment management, tax planning, cashflow modelling, retirement planning, and protection strategies
Benefits

In addition to the competitive salary and benefits package, you will enjoy:

  • Full administration and paraplanning support
  • A dynamic and supportive work environment
  • Ongoing professional development opportunities
About Us

At Financial Divisions, we pride ourselves on our commitment to delivering exceptional client service and our reputation for excellence in the industry. If you share our values and are passionate about financial planning, we encourage you to apply.



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