Financial Services Advisor
23 hours ago
We are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.
Key Responsibilities- Deliver financial planning advice to clients through a mixture of in-person and virtual meetings.
- Grow your own client bank through proactive activities such as referrals, networking, and social media.
- Work closely with our team to provide comprehensive back office support and specialist services.
- Access in-house training programmes and support towards becoming a Chartered Financial Planner.
- Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
- Proven track record in converting business opportunities.
- Chartered status preferred.
- Salary of £50,000 - £75,000 subject to experience and qualifications.
- Holiday pay, phone, laptop, and bonus structure.
- Home-based role with travel to meet clients and use of regional offices.
- Self-employed option available.
Carmarthen
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