Wealth Management Professional

3 weeks ago


Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time
Job Title:

Wealth Management Professional (Employed Role)

This is an exciting opportunity for an experienced Financial Advisor to join our team and take on a challenging role in wealth management.

The successful candidate will have strong analytical skills and the ability to create tailored financial solutions for clients.

About the Role:
  • Manage and advise on investments, tax planning, cashflow modelling, retirement planning, and protections for existing clients.
  • Client meetings will be held in-office, remotely, or virtually.
Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients.
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being.
Benefits:
  • Salary: £65,000 - £80,000 per annum, plus bonus.
  • Attractive benefits package and holiday allowance.
  • Full administration and paraplanning support.
Requirements:

A background in an independent wealth planning firm is essential. The ideal candidate will have excellent communication skills and the ability to work effectively in a team environment.



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