Wealth Planning Professional

2 days ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

About the Job:

As a Senior Financial Planner with Financial Divisions, you will be responsible for delivering exceptional client service, developing and implementing tailored financial plans, and maintaining strong relationships with existing clients. With a portfolio of over 500 clients, each with assets ranging from £100k - £1m+, you will have the opportunity to work with diverse clients, providing expert guidance on pensions, investments, tax planning, cash flow modeling, and retirement planning.

To succeed in this role, you will require a deep understanding of financial markets, regulations, and best practices, as well as excellent communication and interpersonal skills. You will be expected to work closely with the Managing Director and other members of the team to ensure seamless delivery of services and maintain high levels of client satisfaction.

The estimated salary for this position is £50,250, which includes bonuses for initial advice fees. In addition to a competitive salary, the company offers a range of benefits, including hybrid working arrangements, full paraplanning and administration support, and opportunities for professional development and growth.



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