Financial Services Professional
20 hours ago
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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