Financial Advisor - Required
Well established Independent wealth firm located in Hertfordshire.
Duties:
1. Contacting clients and setting up meetings
2. Client reviews
3. Planning client current provision and future aims
4. Researching the marketplace and providing clients with information on new and existing products and services
5. Designing financial strategies
6. Liaising with head office and financial services providers
7. Assisting with all aspects of Client Administration
8. Tax Calculations
9. Cashflow Planning
10. Keeping up to date with financial products and legislation
Requirements:
You are looking for a well-organised individual with good management skills, the ability to use their own initiative, the capability to prioritise their own workload, strong communication skills, and IT skills. A Level 4 qualification (CFA / CFP) is required.
Additional Information:
This is an office-based role due to having high profile clients based onsite. Working hours are Monday to Friday, full-time, permanent. Salary is between £50k to £55k, with an annual bonus, life assurance, healthcare, progression and development opportunities, further education support, and a flexible work-life balance.
Apply now
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