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
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.
Identify opportunities to expand the client base through referrals, networking, and professional connections
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