Senior Financial Adviser

4 weeks ago


Cardiff, Cardiff, United Kingdom Austin Fraser Full time

About the Opportunity:
As a Senior Financial Adviser, you will play a critical role in supporting our clients achieve their financial goals. Your responsibilities will include researching financial products, negotiating better deals, and providing expert advice on financial law changes and economic trends.

Key Responsibilities:
  1. Dealing with high net worth individuals
  2. Meeting clients and discussing their finances and financial goals
  3. Researching financial products for clients and explaining their key features and benefits
  4. Negotiating better financial deals with providers on a client's behalf
  5. Researching financial law changes and economic trends
  6. Reporting their clients' financial results and investment progress
  7. Supporting investment professionals to cultivate client relationships
Requirements:
  1. A minimum of 5 years' experience as a Financial Advisor with a list of current clients
  2. A degree in business management or accountancy services or a level 4 qualification
  3. Excellent customer service and account management experience
  4. Good networking skills
  5. Strong computer skills and a sound understanding of economics and financial concepts
Benefits: Competitive salary, bonus structure, and uncapped OTE £100,000

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