Financial Services Professional

20 hours ago


Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time
Job Overview

A unique opportunity has arisen for a seasoned Financial Advisor to join a boutique, independent wealth planning firm based near Hemel Hempstead. The successful candidate will be responsible for managing a portion of the Managing Director's existing book of business, consisting of around 200 clients with assets ranging from £500k to £50m.

The ideal candidate will have at least 5 years of advising experience and a strong background in whole-of-market financial advice. They will be expected to consult on investments, tax planning, cashflow modelling, retirement planning, and protections.

Key Responsibilities:

  • Manage a portfolio of high net worth clients
  • Provide expert financial advice on investment opportunities
  • Develop and implement tailored financial plans for clients

Benefits:

  • Competitive salary: £65,000 - £80,000 & Bonus
  • Attractive benefits package and holiday allowance
  • Full administration and paraplanning support


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