Senior Financial Consultant

3 weeks ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time

Financial Advisor Role

We are seeking a highly skilled Financial Advisor to join our team at Tate Recruitment. As a Financial Advisor, you will be responsible for assessing and identifying financial needs for new and existing clients, conducting product research, and implementing money laundering processes.

Key Responsibilities:

  • Assessing and identifying financial needs for new and existing clients
  • Conducting product research
  • Implementing money laundering processes
  • Providing holistic financial planning services
  • Conducting lifestyle planning assessments
  • Presenting financial recommendations to clients
  • Conducting client financial reviews
  • Keeping up to date with regulatory changes
  • Networking with professional partners
  • Contributing to marketing initiatives
  • Maintaining an up-to-date Statement of Professional Standing
  • Participating in ongoing CPD activities
  • Lifestyle cashflow planning

Requirements:

  • Level 4 qualified (Diploma in Financial Planning) ideally working towards chartered
  • A min of 5 years' experience in an authorised financial planning role with competent adviser status
  • Experienced In cashflow
  • Lifestyle Planning experience
  • Strong ambition and attention to detail
  • Excellent communication and interpersonal skills

About the Role:

This is an excellent opportunity for a Financial Advisor to join a fully established and supported team working in an excellent environment. Our client delivers exceptional financial planning service to their HNW clients, and they will provide you with a client bank to help kick start your journey within the group.



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