Financial Advisor - HNW & UHNW Clients
Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of an experienced Chartered Financial Planner, able to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients
Key Responsibilities include:
* Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
* Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
* Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
* Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections
In return they offer
* Highly competitive salary and benefits package
* Hybrid working options
* Opportunities for professional and personal development and career advancement within a supportive environment
This is an exceptional opportunity for an experienced Financial Planner to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery