HNW Financial Advisor

2 days ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time
Key Responsibilities
  • Assessing and identifying financial needs for new and existing clients
  • Conducting product research and implementing money laundering processes
  • Providing holistic financial planning services, including cashflow planning and lifestyle assessments
  • Presenting financial recommendations to clients and conducting regular reviews

This role requires a minimum of 5 years' experience in an authorised financial planning role with competent adviser status. You should have a Level 4 qualification (Diploma in Financial Planning) and be working towards chartered status. Strong ambition and attention to detail are essential for this position, as is excellent communication and interpersonal skills.


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