Wealth Planning Expert

12 hours ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time
Job Title

Financial Advisor - Existing Client Servicing in the Home Counties region.

We offer remote working options from our Hemel Hempstead office.

About the Role

This 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
Requirements

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
What We Offer

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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