Senior Financial Services Specialist

16 hours ago


Cardiff, Cardiff, United Kingdom CV-Library Full time
Job Overview

We are seeking an experienced Financial Services Specialist to join our team in Cardiff. As a key member of our financial advisory team, you will be responsible for providing expert advice to high net worth individuals.

About the Role

This is a full-time position with a competitive base salary of £39,000 plus bonus. You will have the opportunity to earn up to £100,000 in total earnings per year, depending on your performance. The role involves meeting clients, discussing their finances and financial goals, researching financial products, and negotiating better deals with providers.

Responsibilities
  1. Provide expert financial advice to high net worth individuals
  2. Meet with clients to discuss their financial needs and goals
  3. Research and recommend financial products to meet client needs
  4. Negotiate better deals with financial providers on behalf of clients
  5. Stay up-to-date with financial law changes and economic trends
  6. Report client financial results and investment progress
Requirements
  1. Recent 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 skills
  4. Good networking skills
  5. Strong computer skills and a sound understanding of economics and financial concepts
Benefits
  1. Competitive base salary of £39,000 plus bonus
  2. Extra 30% bonus on any new business fees
  3. 5% discretionary bonus yearly
  4. 20 days holiday plus Christmas period off
  5. Car parking
  6. Supportive colleagues
  7. Total earnings potential of up to £100,000 per year


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