Wealth Planning Expert
12 hours ago
Financial Advisor - Existing Client Servicing in the Home Counties region.
We offer remote working options from our Hemel Hempstead office.
About the RoleThis position involves managing a book of business, providing comprehensive financial planning services to high-net-worth individuals and businesses.
Key Responsibilities- Deliver comprehensive financial planning, including pensions, investments, tax planning, and retirement planning
- Maintain strong relationships with existing clients, providing ongoing support and guidance
- Develop new business opportunities through referrals and recommendations
To be successful in this role, you will have:
- At least 2 years of experience as a financial advisor
- The ability to manage an existing book of business and generate new business opportunities
- Strong communication and interpersonal skills
This is an exciting opportunity to join a well-established wealth planning firm, offering:
- A competitive salary of £55,000 per annum, based on experience
- An excellent benefits package
- Full paraplanning and administration support
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