Financial Adviser
2 weeks ago
A successful independent financial planning practice based on the outskirts of Cardiff are looking to recruit an experienced and motivated Financial Adviser to join their team. This is a fantastic opportunity for a driven individual to take on a full client bank.
Key Responsibilities:
- Provide holistic advice to the existing client bank, focusing on a high level of service & client retention
- Building and maintaining strong relationships with clients, understanding their financial goals and providing tailored advice to meet their needs
- Continuously reviewing clients' financial plans and portfolios, making recommendations where necessary
- Help to grow the business by expanding existing relationships and attracting new clients where applicable
**Requirements**:
- MUST be Level 4 qualified as a minimum and will be signed off to provide advice
- Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients
- Strong technical knowledge of financial planning and investment products, with the ability to provide clear and concise advice to clients
- Ability to work independently, as well as part of a team
**Benefits**:
- Full client bank provided with good ongoing trail - £100,000+
- Comprehensive office support, including both paraplanning and administration
- Opportunities for professional development and career advancement within the practice
- A supportive and collaborative working environment
- Competitive salary, bonuses & benefits package
If you are a motivated and experienced Financial Adviser, looking for an exciting new opportunity to advance your career, we would love to hear from you.
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