Independent Financial Adviser

2 weeks ago


Cardiff, United Kingdom Finlink Ltd Full time

An excellent opportunity to join a well-established firm of Financial Advisers who are based in Cardiff. This company is directly authorised and specialise in providing advice in pensions, investments protection and mortgages.

The firm are now in a position to appoint a new financial adviser to their established team. The role will incorporate providing advice to a bank of clients which will be provided by the firm. This already generates a significant level of renewal income and therefore, the role would be to maintain these existing relationships, whilst looking to grow the client bank.

The Role:

- Providing advice to your own bank of clients
- Ensuring that the compliance procedures are adhered to at all times
- Maintaining existing relationships whilst looking to grow the client bank
- Taking responsibility for the advice provided, ensuring this meets company and FCA guidelines and is appropriate to meet the client’s objectives.

How will we help?
- You will be working with a team of experienced administrators, paraplanners and financial advisers
- You will be provided with a client bank

Required Skills and Qualifications:
Essential
- Experience of working within a similar role within a financial advisory / wealth management firm - Trainee Advisers would be considered
- Strong level of technical knowledge in pensions, investment, IHT planning (including Estate planning and trusts)
- Excellent organisational skills with the ability to work under pressure and prioritise tasks
- Confident communication skills and comfortable dealing with clients, whether by telephone, virtually or on a face-to-face basis
- Ensuring that the highest standards of integrity are always maintainedin all that you do
- Level 4 Diploma qualification in financial planning achieved.

**Benefits**:

- Salary negotiable depending on experience
- 26 days holiday + bank holidays
- Employer pension contribution
- Flexitime
- Client bank provided.

**Salary**: £40,000.00-£45,000.00 per year

**Benefits**:

- Company pension
- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus

Application question(s):

- Do you have financial advice experience?
- Do you hold at least the level 4 qualification in financial advice?

Work Location: In person

Reference ID: 12545692237

Flextime



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