Financial Planning Specialist
4 weeks ago
Are you a forward-thinking dynamic Financial Advisor looking for a new challenge? We have an exciting opportunity for a Financial Advisor to join our established and supported team in Hertford, covering the Herts and Essex area.
Our client delivers exceptional financial planning services to their HNW clients, and they will provide you with a client bank to help kick-start your journey within the group. You will have the opportunity to work with a talented team of professionals and grow the business.
Key Responsibilities:
- Assessing and identifying financial needs for new and existing clients
- Conducting product research and implementing money laundering processes
- Providing holistic financial planning services and conducting lifestyle planning assessments
- Presenting financial recommendations to clients and conducting client financial reviews
- Keeping up to date with regulatory changes and networking with professional partners
- Contributing to marketing initiatives and maintaining an up-to-date Statement of Professional Standing
- Participating in ongoing CPD activities and lifestyle cashflow planning
Requirements:
- Level 4 qualified (Diploma in Financial Planning) ideally working towards chartered status
- A minimum of 5 years' experience in an authorised financial planning role with competent adviser status
- Experience in cashflow and lifestyle planning
- Strong ambition and attention to detail, with excellent communication and interpersonal skills
If you are a motivated and ambitious Financial Advisor looking for a new opportunity, please contact Marie McDermott at Tate Recruitment to discuss this exciting opportunity further.
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