Our commercial finance broker client based in Hertfordshire are recruiting for a Specialist Finance Broker.
Company Description.
The company specialises in in development finance, development exit loans and bridging starting from £1m with no upper limit, on all asset classes, industrial and commercial through to specialist residential.
Posted by Pavilion Recruitment Solutions • £50K/yr to £60K/yr
As an Employed Financial Adviser, your day-to-day responsibilities will include
Provide tailored financial advice that aligns with clients' financial goals, values, and objectives.
Investment and Wealth Management: Advise clients on investment strategies, asset allocation, retirement planning, tax strategies, and wealth protection.
Client Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth individuals, families, and institutions.