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Financial Adviser

Job LocationCardiff
EducationNot Mentioned
Salary45,000 - 95,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Financial PlannerIndustry: Financial AdviceLocation: CardiffSalary: £45,000 - £95,000Job Reference: 15234Recruit UK are working on an exciting opportunity for a Financial Planner in Cardiff to join a Financial Planning company.Our client is an award-winning, UK wide Financial Planning firm that specializes in holistic advice and investment management. Whilst they have offices across the UK, they are looking to develop their South Wales office.They will be able to provide you with the tools you need to grow your own client base and expand your network to increase your portfolio. They will also provide you with full back-office support to ensure your time is used assisting clients to meet theirfinancial needs.Your key responsibilities include:

  • Plan, implement and execute Annual Business Plan
  • Build new client relationships
  • Achieve and maintain professional competence
  • To ensure all client are reviewed annually (at minimum)
  • Understanding the circumstances of your clients to ensure their financial objectives are met with minimum levels of risk
  • Work in partnership with the Investment Managers to develop client relationships
Benefits:
  • Highly competitive salary of up to £95,000
  • Discretionary bonus
  • Full back-office support
  • Clear progression
  • Dedicated Investment Manager to deliver bespoke advice to your clients
Skills and experience required of:
  • Diploma in Financial Planning, ideally Chartered or working towards
  • Proven ability to work with new and existing clients
  • Enjoy business development and strive to grow new relationships
  • Strong technical product knowledge and effective communication of wide-ranging products
About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK are pleased to be working with a Financial Planning firm based in Cardiff on a Financial Planner role.

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