Financial Advisor
2 days ago
Due to expansion, we are looking to recruit for an experienced Financial Advisor for our established client based near Cardiff.
Duties
Dealing with high net worth individuals
Meeting clients and discussing their finances and financial goals
Researching financial products for clients and explaining their key features and benefits
Negotiating better financial deals with providers on a client's behalf
Researching financial law changes and economic trends
Reporting their clients financial results and investment progress
Supporting investment professionals to cultivate client relationships
Office based role with early finish on Friday lunch. Skills
Recent experience as a FA with a list of current clients ideally 5 years plus experience.
A degree in business management or accountancy services or a level 4 qualification.
Excellent customer service and account management experience
Good networking skills
Strong computer skills and a sound understanding of economics and financial concepts.Benefits
Competitive Base salary £39K plus bonus
Extra 30% bonus on any new business fees
5 % discretionary bonus yearly
20 days holiday plus Xmas period off.
Car parking
Supportive colleagues
OTE uncapped 100K
-
Financial Advisor
1 week ago
Cardiff, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs.We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Financial Advisor
1 month ago
Cardiff, United Kingdom Quilter Financial Advisers Full timeJob Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including...
-
Financial Advisor
3 days ago
Cardiff, United Kingdom Focus Resourcing Group Full timeDue to expansion, we are looking to recruit for an experienced Financial Advisor for our established client based near Cardiff. Duties Dealing with high net worth individuals Meeting clients and discussing their finances and financial goals Researching financial products for clients and explaining their key features and benefits Negotiating better...
-
UK Financial Advisor
2 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeAs a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...
-
Financial Advisor
2 days ago
Cardiff, United Kingdom Focus Resourcing Full timeDue to expansion, we are looking to recruit for an experienced Financial Advisor for our established client based near Cardiff.Duties Dealing with high net worth individuals Meeting clients and discussing their finances and financial goals Researching financial products for clients and explaining their key features and benefits Negotiating better financial...
-
Financial Advisor
4 days ago
Cardiff, United Kingdom CV-Library Full timeDue to expansion, we are looking to recruit for an experienced Financial Advisor for our established client based near Cardiff. Duties Dealing with high net worth individuals Meeting clients and discussing their finances and financial goals Researching financial products for clients and explaining their key features and benefits Negotiating better...
-
Financial Advisor
2 days ago
Cardiff, United Kingdom Focus Resourcing Full timeDue to expansion, we are looking to recruit for an experienced Financial Advisor for our established client based near Cardiff.Duties Dealing with high net worth individuals Meeting clients and discussing their finances and financial goals Researching financial products for clients and explaining their key features and benefits Negotiating better financial...
-
Financial Advisor
2 days ago
Cardiff, United Kingdom Focus Resourcing Group Full timeDue to expansion, we are looking to recruit for an experienced Financial Advisor for our established client based near Cardiff.Duties Dealing with high net worth individuals Meeting clients and discussing their finances and financial goals Researching financial products for clients and explaining their key features and benefits Negotiating better financial...
-
Trainee Independent Financial Advisor
6 months ago
Cardiff, United Kingdom Talent Tent Full timeThe Money Partnership is a welcoming team of Independent Financial Advisers and Mortgage Advisors with a success story to tell. Their business is growing with a base of loyal customers and have recently received direct authorisation from the FCA. To continue this growth, they are ready to invest in their next generation of Independent Financial...
-
Financial Sector Career Advisor
5 days ago
Cardiff, Cardiff, United Kingdom Just Mortgages Full timeJob Description: Financial Sector Career AdvisorWe are seeking a highly motivated and skilled individual to join our team as a Financial Sector Career Advisor. In this role, you will be responsible for providing guidance and support to clients who are looking to develop their careers in the financial sector.You will have a strong understanding of the...
-
Financial Services Advisor
2 weeks ago
Cardiff, Cardiff, United Kingdom Metro Bank Plc Full timeAt Metro Bank Plc, we are committed to delivering exceptional customer experiences and building strong relationships with our customers.We are currently hiring a Financial Services Advisor to join our team and provide personalized products and services to our customers.The ideal candidate will have excellent communication skills, be able to work in a...
-
Lead Financial Advisor
3 weeks ago
Cardiff, Cardiff, United Kingdom Essential Employment Full timeJob OverviewWe are seeking a Lead Financial Advisor to provide professional financial advice and support to the Local Authority in Carmarthen.Salary DetailsThe successful candidate can expect a competitive salary of £20.85 per hour on a PAYE basis or £25.45 per hour on an umbrella basis.Key ResponsibilitiesTo provide timely and relevant financial data to...
-
Senior Financial Advisor
3 weeks ago
Cardiff, Cardiff, United Kingdom Pertemps Network Group Full timeJob Summary:Pertemps Network Group is seeking a highly skilled Senior Financial Advisor to join our team. In this role, you will provide professional financial advice and support services to local authorities, ensuring timely and relevant financial data for management decisions.Key Responsibilities:Support the Group Accountant in creating detailed budgets,...
-
Personalized Wealth Manager
2 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeOur team at Quilter Financial Planning is seeking a highly skilled financial advisor to join our UK operations. As a key member of our team, you will be responsible for delivering exceptional financial planning services to clients across the UK, Scotland, and Northern Ireland.The Opportunity:You will work directly with clients to understand their financial...
-
Senior Financial Advisor
3 weeks ago
Cardiff, Cardiff, United Kingdom Venn Group Full timeVenn Group is seeking a highly skilled Senior Financial Advisor to join their team in South Wales.The ideal candidate will have experience within Local Government and hold Full Membership to AAT or equivalent.Key responsibilities will include coordinating budget preparation, contributing to budget monitoring, and providing financial advice to responsible...
-
Legal Advisor
6 months ago
Cardiff, United Kingdom AmTrust International Full timeAre you LPC qualified? Maybe you are a recent Law Graduate looking for an opportunity to develop your legal career? If so, we are looking for** Legal Advisors (LPC Qualified) **to join our Legal Helpline team based in Cardiff. **Job Type**:Full Time, Permanent **Location**: Cardiff, South Glamorgan (we support hybrid working!) **Salary**:Competitive +...
-
Parts Advisor
1 month ago
Cardiff, United Kingdom CV-Library Full timeParts Advisor £28,000 - £30,000 + Bonus + Progression + Company Benefits Cardiff Are you a Parts Advisor or similar from any Automotive background looking to work for the largest independent dealership in the UK with strong values, good people, specialist training, who prioritise their staff's development and progression as well as...
-
Learning Advisor
23 hours ago
Cardiff, United Kingdom Celsa Uk Full timeLearning Advisor Celsa Manufacturing Cardiff Up to £35,000 As Learning Advisor, you will shape the way that we engage and develop our people.No two days will be the same.Youll be managing the end-to-end learning process, overseeing our Gold Standard apprenticeship scheme, and collaborating with leadership teams to build management capability.Youll find it...
-
Collections Advisor
6 months ago
Cardiff, United Kingdom V12 Retail Finance Full timeAt V12 Retail Finance, we are growing fast and are seeking customer focused individuals to join our team. Whether you are looking for an opportunity that will accelerate your career in financial services or simply want to excel at what you do, we will help you fulfil your potential. **What's on Offer** We are looking for individuals who wish to grow their...
-
Service Advisor
6 months ago
Cardiff, United Kingdom Wessex Garages Full time**Service Advisor Vacancy** We are currently recruiting for a new Service Advisor to help us keep our Penarth Road - Cardiff branch running smoothly. **About the role** Our Service Advisors are responsible for delivering and sustaining a fantastic experience for all our service and vehicle repair customers. We’re looking for an articulate, warm...