High Net Worth Financial Planner

We Are Seeking a High Net Worth Client ManagerOur team is looking for an experienced professional to manage a portfolio of high net worth clients. The ideal candidate will have a strong background in financial planning and be able to provide expert advice on investments, tax planning, and other related areas.Key Job ResponsibilitiesManage a book of business...

Job OverviewAs a Financial Planner, you will be responsible for managing a portion of the existing book of business for an independent wealth planning firm. This is an exciting opportunity to work with high net worth clients and help them achieve their financial goals.The ideal candidate will have at least 5 years of experience in financial advisory and a...

About the RoleWe are seeking an experienced Financial Planner to join our team as a servicing role. As a key member of our advisory 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 independent wealth...

Job Title: Financial Planning SpecialistWe are seeking a highly experienced Financial Planning Specialist to join our team at Financial Divisions. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients with assets ranging from £500,000 to £50 million.Key Responsibilities:Manage existing...

Job Title: Financial Planning ExpertYou will work with high net worth clients, managing their portfolios and providing financial planning advice. This includes investments, tax planning, cashflow modelling, retirement planning, and protection.Key ResponsibilitiesManage an existing book of business with no sales targets, purely referral based.Provide expert...

Job OverviewA unique opportunity has arisen for a seasoned Financial Advisor to join a boutique, independent wealth planning firm based near Hemel Hempstead. The successful candidate will be responsible for managing a portion of the Managing Director's existing book of business, consisting of around 200 clients with assets ranging from £500k to £50m.The...

About the RoleWe are seeking an experienced Financial Planner with a background in independent wealth planning to join our team. Ideally, you should have at least 5 years of experience in advising clients on investment, tax planning, cash flow modeling, retirement planning, and protection.As a key member of the team, you will be responsible for managing a...

About the RoleThe successful candidate will have a proven track record in financial planning and management, with a strong focus on delivering exceptional client service and achieving business objectives.You will be responsible for managing a portfolio of high net worth clients, providing tailored financial advice and guidance to ensure their long-term...

Company OverviewEstablished in the heart of Hertfordshire, Financial Divisions is a boutique independent wealth planning firm dedicated to providing whole of market financial advice to local and international families and SME owners.The company has a strong presence in the region, with offices near Hemel Hempstead, and manages the affairs of over 200 clients...

**Job Description:**We are seeking an experienced Financial Advisor to join our team as a Wealth Manager. The successful candidate will have a background in investment advisory services and be able to manage a portfolio of high net worth individuals. Key responsibilities include:Managing client relationships and providing personalized financial...

Job DescriptionThis 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...

Job DescriptionWe are looking for a Wealth Management Professional to join our team in Hemel Hempstead. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients and helping them achieve their financial objectives.The ideal candidate will have a strong background in financial advisory, ideally...

Company OverviewFinancial Divisions is a boutique, family-owned independent wealth planning firm based near Hemel Hempstead in Hertfordshire. The company offers whole-of-market financial advice to local and international families and SME owners.With a strong reputation built over 30 years, Financial Divisions has established long-standing relationships with...

Business OpportunityFinancial Divisions, an independent wealth planning firm based in Hertfordshire, is looking for a seasoned Wealth Manager to join their team.The ideal candidate will have at least 5 years of experience in financial planning and a proven track record of delivering exceptional results.About the Role:This is an exciting opportunity to join a...

Job OverviewWe are seeking a highly experienced and skilled Senior Financial Planner to join our team at Financial Divisions. As a key member of our wealth planning department, you will be responsible for managing a significant portion of our existing client base.This is an excellent opportunity for an ambitious and results-driven professional to take on a...

**Company Overview:**Established in [location], Financial Divisions is a boutique, independent wealth planning firm offering whole of market financial advice to local and international families and SME owners. With offices near Hemel Hempstead, the company manages the affairs of c.200 clients (£150m AUM) with assets ranging from £500k - £50m.The Managing...

Job Title:Financial Planning Specialist (Employed Role)We are looking for an experienced Financial Planner to join our team and help us deliver exceptional financial planning services to our clients.The successful candidate will have strong problem-solving skills and the ability to create innovative financial solutions for clients.About the Firm:We are a...

Job Title:Senior Financial Strategist (Employed Role)We are seeking an experienced Financial Planner to join our boutique, family-owned IFA firm in the UK.The ideal candidate will have strong interpersonal skills and the ability to build long-term relationships with clients. They will manage a portion of our existing book of business, providing...

Job Summary:We are seeking a qualified Financial Advisor to join our team in Hertfordshire. As a Financial Advisor, you will be responsible for managing a portfolio of established clients and growing their wealth through tailored financial advice and support.You will work closely with our paraplanning team to deliver comprehensive financial advice and...

About the RoleIn this role, you will be responsible for handling Mid Net Worth & High Net Worth policies, providing exceptional customer service and retention strategies to our existing customers. You will require strong negotiation skills, customer care skills, planning and organisational skills, high net worth insurance technical knowledge and FCA...