This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
To take over retiring advisor, managing Existing Clients
Ideally 4 years of Advising experience required
Offices near Hemel Hempstead (Hertfordshire)
Hybrid Role
A unique opportunity has arisen for my client, an independent wealth planning firm with offices near Hemel Hempstead. They offer whole of market financial advice to local and international families and SME owners based across Hertfordshire and London. They consult on investments, tax planning, cashflow modelling, retirement planning, and protections. They have longstanding relationships with some of their clients.
They are looking for someone to manage and take over a retiring Advisor. The MD is ideally looking for a Financial Planner with 4 years of advising experience who will be responsible for managing a portion of an existing book of business. Client meetings are held in the office, away from the office, and virtually. This is an exciting servicing role and will be suitable for a candidate who has a background in independent wealth planning.
* Attractive benefits package and holiday allowance
* Manage existing book of business, No Sales, Purely Referral Based
* Full administration and paraplanning support
If this role sounds of interest, or if you are interested in any other positions, please get in touch at snegbenebor@financialdivisions.co.uk.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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