Senior Financial Services Professional
3 weeks ago
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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