Wealth Planning Specialist

3 weeks ago


Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time
Job Description

This is an exciting opportunity for a seasoned Financial Advisor to join a well-established IFA firm based near Hemel Hempstead. As a key member of our team, you will be responsible for managing a portion of the Managing Director's existing book of business.

The ideal candidate will have at least 5 years of advising experience and a strong background in whole-of-market financial advice. They will be expected to provide expert financial advice on a range of topics, including investments, tax planning, and retirement planning.

Key Responsibilities:

  • Manage a portfolio of high net worth clients
  • Develop and implement tailored financial plans for clients
  • Consult on investments, tax planning, and other financial matters

Salary and Benefits:

  • Competitive salary: £65,000 - £80,000 & Bonus
  • Attractive benefits package and holiday allowance
  • Opportunity to work with a boutique, established IFA firm


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