Overview
Location: Hertfordshire. Contract Type: Full-Time / Permanent, hybrid working. Job Title: Chartered Financial Advisor (Level 6 or Working Towards).
Key Responsibilities
* Provide holistic financial planning and investment advice to individual and corporate clients.
* Build and maintain strong client relationships through regular reviews and proactive communication.
* Conduct thorough fact-finding and risk assessments to understand client needs and objectives.
* Develop bespoke financial plans covering pensions, investments, protection, and estate planning.
* Stay up to date with market trends, regulatory changes, and product developments.
* Maintain accurate records and ensure compliance with FCA regulations and company policies.
Requirements
* Level 6 Chartered Financial Planner qualification (or actively working towards).
* Minimum Level 4 Diploma in Regulated Financial Planning.
* Proven experience in financial advisory or wealth management working with UHNW/HNW individuals.
* Strong interpersonal and communication skills.
* Ability to work independently and as part of a team.
* Commitment to continuous professional development.
What our client offers
* Competitive salary and performance-based bonus.
* Flexible working arrangements.
* Support for further qualifications and career progression.
* Access to cutting-edge financial planning tools and resources.
* Inclusive and collaborative company culture.
Job details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Consulting and Finance
* Location: Hertfordshire, England
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