Senior Wealth Management Consultant
2 days ago
Career-Defining Opportunity for a Senior Wealth Manager
We are seeking an experienced and ambitious Financial Advisor to join our team in Hertford, serving the Herts and Essex region. As a key member of our team, you'll have the chance to grow your career while delivering exceptional financial planning services to high net worth clients.
About the Position:
The role offers a competitive remuneration package, including a basic salary of £75,000 and a bonus scheme that can lead to an estimated annual OTE of £150k in the first year.
Your Key Accountabilities Will Be:
- Designing and implementing comprehensive financial plans for clients, including product research and anti-money laundering processes.
- Delivering expert guidance on holistic financial planning, lifestyle planning, and cash flow management.
- Maintaining strong relationships with clients through regular reviews and proactive communication.
- Staying informed about regulatory changes and collaborating with professional partners to drive business growth.
- Supporting marketing initiatives and upholding professional standards.
Required Skills and Qualifications:
- Level 4 qualified (Diploma in Financial Planning) with a strong aspiration to achieve chartered status.
- A minimum of 5 years of experience in a similar financial planning position.
- Significant expertise in cash flow planning and lifestyle planning.
- Exceptional communication and interpersonal skills.
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