High Net Worth Financial Expert

3 weeks ago


Cardiff, Cardiff, United Kingdom Austin Fraser Full time

Austin Fraser is recruiting a skilled Financial Services Specialist to join our team and work with high net worth individuals near Cardiff.

About the Role

This is an excellent opportunity for an experienced professional to leverage their expertise and build strong relationships with clients. As a Financial Services Consultant, you will be responsible for providing personalized advice, researching financial products, and negotiating deals on behalf of clients.

Key Responsibilities
  1. Client Acquisition and Retention: Identify and pursue new business opportunities, while maintaining existing client relationships.
  2. Financial Analysis and Planning: Conduct thorough financial analyses and create customized plans to help clients achieve their goals.
  3. Market Research and Trends: Stay informed about market trends and regulatory changes to provide expert advice to clients.
  4. Team Collaboration and Support: Work closely with colleagues to share knowledge, best practices, and ideas to improve client outcomes.
Requirements and Qualifications
  1. Professional Experience: At least 5 years of experience as a financial advisor with a proven track record of success.
  2. Educational Background: A degree in business management, accountancy, or a related field, or equivalent experience.
  3. Skill Set: Strong communication, negotiation, and analytical skills, with the ability to work well under pressure.
Compensation and Benefits
  1. Base Salary: £39,000 per annum.
  2. Bonus Scheme: Receive an extra 30% bonus on new business fees, plus a 5% discretionary bonus yearly.
  3. Leave and Holiday: Enjoy 20 days holiday plus the Christmas period off.
  4. Parking and Facilities: Free car parking and access to modern facilities.
  5. Overtime Pay: Uncapped overtime pay up to £100,000 per year.


  • Cardiff, Cardiff, United Kingdom Focus Resourcing Group Full time

    High Net Worth Individual AdvisorAs part of our expanding team at Focus Resourcing Group, we are recruiting an experienced High Net Worth Individual Advisor to work closely with clients near Cardiff.The ideal candidate will possess excellent communication skills, have a deep understanding of financial markets, and be able to provide expert advice on...


  • Cardiff, Cardiff, United Kingdom Austin Fraser Full time

    We are seeking a talented Senior Financial Advisor to join our team in the UK. In this role, you will be responsible for managing high net worth clients and providing expert advice on financial matters. The estimated salary range for this position is £39,000 - £100,000 (OTE).About the RoleAs a Senior Financial Advisor, you will be working closely with high...


  • Cardiff, Cardiff, United Kingdom Legal News Wales Full time

    **Benefits:**As a Senior Private Client Lawyer, you will benefit from working with a Top Tier Legal 100 law firm. Our client has a fantastic reputation both locally and nationally across its regional and city offices, handling a broad range of high-net-worth and ultra-net-worth private client matters.You will have the opportunity to work on a wide range of...


  • Cardiff, Cardiff, United Kingdom TSR Legal Full time

    We are seeking an exceptional Senior Solicitor to join our Private Client department and take on a senior leadership role.About the RoleThis is an exciting opportunity to join a dynamic and award-winning team that handles a broad range of high-net-worth and ultra-net-worth private client matters. The successful candidate will be responsible for managing and...


  • Cardiff, Cardiff, United Kingdom TSR Legal Full time

    Are you an ambitious private client solicitor seeking to progress your career in a supportive and excellence-driven environment? TSR Legal is offering a fantastic opportunity for an experienced professional to join their team as a Private Client Associate High Net Worth.We are looking for a skilled individual with technical knowledge and experience in wills,...


  • Cardiff, Cardiff, United Kingdom Austin Fraser Full time

    Austin Fraser seeks a seasoned Financial Services Expert to manage high net worth clients near Cardiff. Estimated salary: £39,000 - £100,000 (OTE).Job OverviewThis is an exciting opportunity for a Senior Financial Advisor to join our established client base in the UK. The successful candidate will have recent experience as a FA with a list of current...


  • Cardiff, Cardiff, United Kingdom TSR Legal Full time

    TSR Legal is seeking a skilled Private Client Associate High Net Worth to join our team. This is an exciting opportunity for an ambitious solicitor to advance their career in a firm that prioritizes excellent work-life balance and flexibility.Key Responsibilities:Maintaining high professional standards of workProviding organized, client-oriented, efficient,...


  • Cardiff, Cardiff, United Kingdom CV-Library Full time

    Join Our TeamWe are looking for an experienced Financial Planning and Advisory Expert 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 PositionThis is a full-time position with a competitive base salary of £39,000 plus bonus. You will have...


  • Cardiff, Cardiff, United Kingdom Austin Fraser Full time

    Financial Services ExpertWe are seeking an experienced Financial Services Expert to join our team based in the Cardiff area. This is a fantastic opportunity for individuals to work with high net worth clients and help them achieve their financial goals.This position requires strong communication skills, attention to detail, and ability to negotiate better...


  • Cardiff, Cardiff, United Kingdom CV-Library Full time

    Job OverviewWe 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 RoleThis is a full-time position with a competitive base salary of £39,000 plus bonus. You will have the opportunity...


  • Cardiff, Cardiff, United Kingdom Austin Fraser Full time

    Job SummaryWe are looking for a talented Financial Advisor to join our team in Cardiff. As a key member of the Austin Fraser team, you will be responsible for delivering exceptional financial services to our clients.Key Responsibilities:- Providing expert advice to high net worth individuals on financial products and services- Building and maintaining strong...


  • Cardiff, Cardiff, United Kingdom CV-Library Full time

    Career OpportunityWe are seeking an experienced Cardiff-Based Financial Advisor Leader to join our team. As a key member of our financial advisory team, you will be responsible for providing expert advice to high net worth individuals.About the JobThis is a full-time position with a competitive base salary of £39,000 plus bonus. You will have the...


  • Cardiff, Cardiff, United Kingdom Focus Resourcing Group Full time

    Job SummaryWe are seeking an experienced Financial Advisor to join our team, supporting high net worth individuals. As a key member of our team, you will play a vital role in creating personalized plans and delivering exceptional results for clients.About the RoleThis challenging yet rewarding role involves meeting with clients to discuss their financial...


  • Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    Job Title: Financial Services ExpertWe are seeking a highly skilled Financial Services Expert to join our team at Quilter Financial Advisers. As a Financial Services Expert, you will play a crucial role in helping individuals make wise and profitable decisions to meet their financial goals.The ideal candidate will have proven experience as a financial...


  • Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    We deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...


  • Cardiff, Cardiff, United Kingdom Financial Edge Full time

    We are seeking a skilled Net-Zero Solutions Coordinator to join our team at Financial Edge. As a key member of our team, you will be responsible for overseeing and managing multiple projects focused on energy efficiency and retrofit.About the RoleThe successful candidate will have previous project management experience, technical knowledge of retrofit and...


  • 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:Dealing with high net worth...


  • Cardiff, Cardiff, United Kingdom Austin Fraser Full time

    About the RoleAustin Fraser is seeking a highly skilled Financial Advisor to join our team in Cardiff. This is an excellent opportunity to develop your career and deliver exceptional financial services to our clients.Job Description:The successful candidate will be responsible for:Building strong relationships with high net worth individualsConducting...

  • Procurement Expert

    4 weeks ago


    Cardiff, Cardiff, United Kingdom Net World Sports Full time

    Procurement ExpertWe are seeking an experienced Procurement Expert to join our team at Net World Sports. As a key member of our procurement team, you will be responsible for establishing and maintaining strong business relationships with suppliers and stakeholders.Negotiate the best cost prices, lead times, and payment terms with suppliers.Analyze reports to...


  • Cardiff, Cardiff, United Kingdom Austin Fraser Full time

    We are looking for a talented Financial Services Specialist to join our team at Austin Fraser and work with high net worth individuals near Cardiff.About the JobThis is a fantastic opportunity for an experienced professional to utilize their skills and expertise to deliver exceptional results. As a Financial Services Consultant, you will be responsible for...