Offices close to Berkhamsted, Hertfordshire
An opportunity has arisen for an experienced Financial Advisor to join this long-established professional practice, non-sales driven wealth management and tax planning services to a high-net-worth clientele. We are looking for the right candidate to join a small director led team providing highly personalised advice on a long-term basis with an aim of increasing opportunities for management responsibilities towards succession planning within the firm.
The candidate will be fully Level 4 Diploma qualified as a minimum and be able to demonstrate a wide-ranging knowledge and experience of investment and tax planning. They will be highly articulate and excellent communicators in a professional manner both orally and in writing. The ideal candidate will have experience of direct equity and fixed interest portfolio management, mutual funds, life assurance and pension products, and a good grounding in tax and trusts.
This is a new salaried position within the firm to be created to provide ongoing advice to long established loyal clientele and to develop and extend the practice in the future. If this opportunity is of interest, please contact or send your CV to Sam Negbenebor.