Expert Financial Planner

2 days ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time
Job Description

A prestigious wealth planning firm in Hertfordshire seeks a skilled Financial Advisor to service existing clients and expand the business. This exciting opportunity offers a salary range of £50,000 - £60,000 (DOE) and excellent benefits.

The ideal candidate will have 2+ years of experience in advising HNW retirees, accumulators, local families, and SME owners based across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire.

The role involves managing a portion of the Managing Director's existing book of business, conducting annual reviews, and generating new business through recommendations and referrals.

Bonus opportunities are available on initial advice fees, and full paraplanning and administration support is provided.

The company operates from offices near Hemel Hempstead, offering hybrid working arrangements.

This servicing role is suitable for a seasoned financial advisor looking to take their career to the next level in a reputable firm with longstanding relationships stretching back many years.

Key skills and qualifications include strong communication and interpersonal skills, a deep understanding of pensions, investments, tax planning, cashflow modeling, and retirement planning.



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