Senior Financial Advisor

1 month ago


Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time

**Job Responsibilities**

In this role, you will be responsible for managing a portfolio of clients and providing expert financial planning advice. You will work closely with the Managing Director to develop and implement financial plans that meet the needs of our clients.

Your responsibilities will include:

  • Meeting with clients to understand their financial goals and objectives
  • Developing and implementing financial plans to meet client needs
  • Providing ongoing support and advice to clients
  • Working collaboratively with the wider team to deliver exceptional client service

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