Senior Financial Services Professional

3 weeks ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time

Job Description

We are seeking an experienced Financial Advisor to join our team in Hertford. As a Financial Advisor, you will be responsible for delivering exceptional financial planning services to our HNW clients.

The ideal candidate will have a Level 4 qualification in Financial Planning and at least 5 years of experience in an authorised financial planning role. You will also have strong ambition and attention to detail, as well as excellent communication and interpersonal skills.

Key Responsibilities

  • 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 client financial reviews
  • Stay up to date with regulatory changes and network with professional partners
  • Contribute to marketing initiatives and maintain an up to date Statement of Professional Standing
  • Participate in ongoing CPD activities

Requirements

  • Level 4 qualified in Financial Planning, ideally working towards Chartered status
  • At least 5 years' experience in an authorised financial planning role with competent adviser status
  • Experience in cashflow and lifestyle planning
  • Strong ambition and attention to detail, excellent communication and interpersonal skills

Contact Marie McDermott to discuss this opportunity and how you can contribute to our team's success.



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