Financial Services Specialist
4 weeks ago
A challenging opportunity has arisen for a Financial Services Specialist to join our team in Hertford, covering Herts and Essex.
The successful candidate will be responsible for delivering exceptional financial planning services to high net worth clients, including assessing client financial needs, identifying opportunities for growth, and conducting research on products and services.
Key requirements include:
- Diploma in Financial Planning (Level 4) or chartered status
- Minimum 5 years' experience in authorised financial planning
- Strong ambition, attention to detail, and excellent communication skills
We offer a competitive salary of £75,000 (Basic) + Generous Bonus Scheme, Achievable OTE £150k Year One, plus Benefits, making this an attractive opportunity for the right candidate.
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