Financial Advisor - Servicing Existing clients Offices near Hemel Hempstead (Hertfordshire)
Hybrid working offered
Full administration and paraplanning support provided
My client are a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the Home Counties, Surrey, Sussex, Kent and Hertfordshire . In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning.
They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. Dur to expansion The Managing Director is creating a brand-new role for a Financial Planner who will be responsible for managing a portion of his existing book of business as the MD needs to pass on some of his clients and give the annual review responsibilities to this new adviser. Salary: £45,000 - £55,000 - Bonuses on initial advice fees
