Senior Financial Consultant
16 hours ago
This exciting opportunity has arisen for a Financial Advisor to join our client's team as they continue to grow and expand their services. As an established Independent Wealth Planning firm, they offer whole of market financial advice to local and international families and SME owners based across Hertfordshire and London.
The successful candidate will be responsible for managing a portion of the Managing Director's existing book of business, consisting of approximately 200 clients with assets ranging from £500k to £50m. This role will involve providing expert advice on investments, tax planning, cash flow modelling, retirement planning, and protections.
Our client is committed to delivering high-quality services to their clients, and this role will play a key part in achieving that goal. The ideal candidate will have a background in independent wealth planning and ideally 5 years of advising experience.
Key Responsibilities:
- Manage existing client relationships
- Provide expert financial advice
- Develop and implement tailored financial plans
- Work closely with the Managing Director to achieve business objectives
What We Offer:
- A competitive salary of £65,000 - £80,000 + bonus
- An attractive benefits package and holiday allowance
- Full administration and paraplanning support
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