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Financial Adviser
4 months ago
**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**
**Job Title**: Employed Financial Adviser
**Location**: Cardiff
**Salary**: £35,000 ~ £45,000. On target earnings £55k plus. Depending on experience and qualifications
**About the Company**:
My Client is a well-established practice who deals with High Net worth Investments and Pension management, They are now looking for an experience financial advisor to join their existing established team. Who have an existing client bank with over £100k ongoing fees annually to be serviced
**What Your Day to Day Duties Will Include as a Employed Financial Adviser**:
- Meeting clients and discussing their finances and financial goals
- Researching financial products for clients and explaining their key features and benefits
- Negotiating better financial deals with providers on a client’s behalf
- Researching financial law changes and economic trends
- Reporting their clients’ financial results and investment progress
- Supporting investment professionals to cultivate client relationships
**What is Needed to Be Considered for the Employed Financial Adviser**:
- Good customer service for pleasant and productive client interactions
- Verbal and written communication, including active listening, for determining client needs and reporting financial progress
- Negotiation skills for securing the best deals for clients
- Understanding of economics, accounting and other financial concepts
- Mathematics for developing sound financial strategies
- Computer literacy, including confidence using office and accounting programs
- **In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.**_
**Job Types**: Full-time, Permanent
**Salary**: £35,000.00-£45,000.00 per year
**Benefits**:
- Company pension
- Free parking
- On-site parking
- Work from home
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Cardiff: reliably commute or plan to relocate before starting work (required)
Work Location: One location
Reference ID: 1546