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Senior Financial Consultant

2 months ago

Hersham, Surrey, United Kingdom Financial Divisions Full time £75,000 - £90,000

Senior Financial Consultant Opportunity

A leading boutique financial services company, Financial Divisions, is seeking a highly experienced and skilled Senior Financial Consultant to join their team. The ideal candidate will have a strong background in financial planning and advisory services, with a focus on high net worth individuals.

About the Role

The successful candidate will be responsible for managing a portfolio of high net worth clients, providing expert financial advice and guidance on a range of topics including:

  • Pensions and retirement planning
  • Investments and wealth management
  • Tax planning and inheritance tax planning
  • Protection and risk management
  • Inter generational wealth planning

Requirements

To be considered for this role, the ideal candidate will have:

  • A Chartered Financial Planner qualification or equivalent
  • A minimum of 5 years' experience in financial planning and advisory services
  • Strong communication and interpersonal skills
  • Ability to work with high net worth individuals and their families
  • Strong analytical and problem-solving skills

What We Offer

Financial Divisions offers a competitive salary and benefits package, including:

  • Attractive bonus scheme
  • Benefits package including life cover, private health insurance, and private medical insurance
  • Free car parking

How to Apply

If you are a highly motivated and experienced financial professional looking for a new challenge, please get in touch with Peter at Financial Divisions to discuss this opportunity further.