Job Description
We are working with an IFA in Cardiff City Centre who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning.
As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you.
What’s on offer?
* Salary up to £65,000
* Bonus scheme on new and ongoing business
* Full Admin and Paraplanning support
* Hybrid work from home model
* 28 days annual leave bank holidays
* Generous benefits package
Requirements
* Level 4 Diploma In Regulated Financial Planning
* 2 years in client facing financial advice position in the UK
If the Financial Adviser position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable.
Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice