Employed Financial Adviser

3 months ago


Cardiff, United Kingdom Imperial Chartered Full time

**Company description**

We are an independent, whole of market Chartered Financial advice firm. We pride ourselves on long term relationships and client retention. The business has a fantastic reputation and have grown from client referrals and introducers.

A fantastic and exciting opportunity to join a well-established practice with an existing client bank with over £ ongoing fees to be serviced and capacity to grow with an excellent source of leads for new business.

**Role Description**
- Conduct review meetings with existing client bank - on zoom or face-face.
- Up-to-date knowledge and understanding of investment markets.
- Build strong relationships and trust to retain clients.
- Prepare financial plans to ensure clients meet their financial goals.
- Generate new business and build introducer relationships.
- Initially office based with a view to hybrid working from home.

**Skills required**
- Level 4 Diploma in Regulated Financial Planning.
- Competent Adviser status.
- Looking to achieve Chartered status.
- Knowledge of financial products and markets.
- Excellent written and verbal communication.
- Ability to develop strong long lasting relationships.
- Proven track record of success and achievements.

**Benefits Package**
- Company pension
- Life insurance
- On site parking
- Annual Bonus where 6 aspects are achieved.
- Performance Bonus scheme paid every 6 months
- 25 days annual leave + Bank holidays

**Salary**: £35,000.00-£40,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Work Location: Hybrid remote in Cardiff Gate Business Park, CF23 8RB


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