HNW Financial Consultant
21 hours ago
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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