HNW Financial Consultant

21 hours ago


Watford, Hertfordshire, United Kingdom Tate Recruitment Full time
Highest Standards of Service
Tate Recruitment is committed to providing the highest standards of service to our clients. We are now seeking a dedicated HNW Financial Consultant to join our team in Hertford. This is an exciting opportunity for a motivated and ambitious individual to work in an excellent environment and deliver exceptional financial planning services to high-net-worth clients.

Compensation Package
The compensation package includes a basic salary of £75,000 with a generous bonus scheme, making the total estimated remuneration package up to £150,000 in the first year. You will also benefit from a clear remuneration structure, achievable OTE of £150k year one and a range of other benefits.

Responsibilities
- Delivering exceptional financial planning services to high-net-worth 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

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
- Experienced in cashflow and lifestyle planning
- Strong ambition, attention to detail, excellent communication and interpersonal skills

Apply Now
Please contact us to discuss this opportunity.
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