Senior Wealth Planning Manager
3 weeks ago
Company Overview:
Financial Divisions is a boutique, established and family-owned IFA firm with offices near Hemel Hempstead in Hertfordshire. We offer whole-of-market financial advice to local and international families and SME owners across Hertfordshire and London.
We manage the affairs of c.200 clients (£150m AUM) with assets ranging from £500k - £50m. Our team consults on investments, tax planning, cashflow modelling, retirement planning, and protections. Some of our clients have been with us for over 30 years.
Job Description:
We are looking for an experienced Financial Planner to join our team as a Senior Wealth Planning Manager. As a key member of our advisory team, you will be responsible for managing a portion of our Managing Director's existing book of business. This is a servicing role that involves building strong relationships with our existing clients and growing their portfolios.
You will work closely with our paraplanning team to provide comprehensive financial advice and support to our clients. Your focus will be on delivering exceptional service, identifying opportunities to grow our clients' wealth, and providing tailored solutions to meet their financial goals.
This is an exciting opportunity for a motivated and experienced Financial Planner who wants to take their career to the next level. If you have a passion for delivering exceptional client service and building strong relationships, we would love to hear from you.
Salary and Benefits:
We offer a competitive salary of £65,000 - £80,000 per annum, plus bonus. You will also receive an attractive benefits package and holiday allowance.
In this role, you will have the opportunity to work with a highly experienced team, develop your skills and knowledge, and build a successful career in wealth planning.
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