Financial Adviser
3 days ago
Mbf are working with a very successful Chartered Financial Planning practice who are seeking to recruit an experienced Financial Adviser. The business provides holistic advice to HNW & UHNW clients across Cardiff and South Wales - they only work with clientswith upwards of £500K AUM and the average client portfolio is £5M. This is a medium sized business with circa 20 members of staff.
The Financial Planning Director is nearing retirement age and therefore the client is looking to recruit a new Financial Adviser to take on their clients and eventually move into the Financial Planning Director position. Upon joining you will be provideda proportion of clients from the FP Director; you will be gradually passed more and more clients as they retire.
You will not need to bring any clients across - the business has a specific proposition and more than enough clients & leads.
The client is looking to recruit an experienced/professional Financial Adviser who has proven experience within a similar role. You MUST be Level 4 qualified and any additional exams towards Chartered would be an advantage.
We are looking for a Financial Adviser who is keen to progress their career within the industry and within the next few years move into a Financial Planning Director position. The client is flexible on basic salary and overall package - they are lookingfor an individual who will continue to drive the business now and in the future.
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Financial Adviser
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Financial Adviser
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Cardiff, United Kingdom mbf. Full timeOne of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their Cardiff based team. The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video & telephone....
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Financial Adviser
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Financial Adviser
3 days ago
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Financial Adviser
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Independent Financial Adviser IFA
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Independent Financial Adviser
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Ifa Administrator
3 days ago
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