Portfolio Advisor

2 days ago


Cardiff, United Kingdom Focus Resourcing Full time
About the Job

We are recruiting for a skilled Portfolio Advisor to join our team at Focus Resourcing. As a Portfolio Advisor, you will play a crucial role in helping our clients achieve their financial goals.

About the Role

In this role, you will work closely with clients to understand their financial goals and develop personalized investment strategies. You will also be responsible for researching financial products and negotiating with financial institutions to secure the best deals for our clients.

Responsibilities
  • Develop and implement personalized investment strategies for clients
  • Research and recommend financial products that meet clients' needs
  • Negotiate with financial institutions to secure the best deals
  • Develop and maintain strong relationships with clients
Requirements

To succeed in this role, you will need recent experience as a Financial Advisor with a list of current clients, ideally 5 years plus experience. A degree in business management or accountancy services or a level 4 qualification is also required. Strong communication and interpersonal skills, excellent customer service, and account management experience are essential.

Salary and Benefits

This role offers a competitive base salary of £39,000, plus a bonus structure that includes a 30% bonus on any new business fees, a 5% discretionary bonus yearly, and uncapped OTE of £100,000. Other benefits include 20 days holiday plus Christmas period off, car parking, and supportive colleagues.


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