Job Description
Financial Advisor
Location: Hertford, Hybrid Working.
Salary: Basic £75,000 with a generous bonus scheme. Achievable OTE of £150k year one, plus benefits.
Are you a Financial Advisor looking for an exciting new challenge/opportunity?
Are you a forward-thinking dynamic Financial Advisor who would like to join a fully established and supported team working in an excellent environment in Hertford covering the Herts and Essex area? Our client delivers exceptional financial planning service to their HNW clients, and they will provide you with a client bank to help kick start your journey within the group. They have a team of very talented people to help you reach the pinnacle of your career and grow the business. There is a clear remuneration structure in place.
Key Responsibilities required Financial Advisor:
1. Assessing & identifying financial needs for new and existing clients
2. Conducting product research
3. Implementing money laundering processes
4. Providing holistic financial planning services
5. Conducting lifestyle planning assessments
6. Presenting financial recommendations to clients
7. Conducting client financial reviews
8. Keeping up to date with regulatory changes
9. Networking with professional partners
10. Contributing to ...