HNW Financial Advisor

3 weeks ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time

Hedge Fund Financial Planner Required

Join our esteemed team in Hertford, working in the Herts and Essex area. With an exciting opportunity to grow your career, we're looking for a skilled Financial Advisor to deliver bespoke financial planning services to high net worth individuals.

About the Job:

An attractive remuneration package is on offer, consisting of a competitive basic salary of £75,000 and a lucrative bonus structure, leading to an estimated annual OTE of £150k in the first year.

Your Key Responsibilities Will Include:

  • Developing tailored financial plans for clients, incorporating product research and money laundering procedures.
  • Providing expert advice on holistic financial planning, lifestyle planning, and cashflow management.
  • Maintaining relationships with clients and delivering regular reviews.
  • Staying up-to-date with regulatory changes and collaborating with professional partners.
  • Contributing to marketing initiatives and ensuring compliance with professional standards.

Key Requirements:

  • Level 4 Diploma in Financial Planning or equivalent qualification.
  • At least 5 years of experience in a comparable financial planning role.
  • Demonstrated expertise in cashflow planning and lifestyle planning.
  • Excellent communication and interpersonal skills.

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