Financial Planning Specialist

13 hours ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time

Unlock Your Potential as a Financial Planning Specialist

Location: Hertford, Hybrid Working.

Salary: An attractive basic salary of £75,000 with a generous bonus scheme, making an achievable OTE of £150k in the first year, plus benefits.

A Rewarding Opportunity for a Forward-Thinking Financial Advisor

We are seeking a dynamic and ambitious Financial Advisor to join our established team in Hertford, covering the Herts and Essex area. Our client delivers exceptional financial planning services to their high net worth clients and will provide you with a client bank to help kick-start your journey within the group.

About the Role:

  • Assess and identify financial needs for new and existing clients.
  • Conduct product research and implement money laundering processes.
  • Provide holistic financial planning services and conduct lifestyle planning assessments.
  • Present financial recommendations to clients and conduct regular reviews.
  • Maintain up-to-date knowledge of regulatory changes and network with professional partners.
  • Contribute to marketing initiatives and maintain a Statement of Professional Standing.
  • Participate in ongoing CPD activities and deliver lifestyle cashflow planning solutions.

Requirements:

  • Level 4 qualified (Diploma in Financial Planning) with a strong ambition to become chartered.
  • A minimum of 5 years' experience in an authorised financial planning role with competent adviser status.
  • Expertise in cashflow planning and lifestyle planning.
  • Strong communication and interpersonal skills.


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