This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales
Role and Responsibilities
Provide regulated financial advice across investments, pensions, protection, and tax planning.
Conduct thorough reviews of clients financial circumstances, needs, and objectives.
Research and recommend suitable products and solutions, from the centralised investment proposition.
Prepare and present clear, personalised financial plans and suitability reports.
Contribute to business growth by identifying new opportunities, developing existing client relationships, and supporting marketing initiatives.
This is an employed role with an established client blank and Paraplanning and admin support provided.
The Individual
The successful candidate will be a Diploma qualified Advisor with strong technical knowledge across all aspects of Financial Planning.
Other desired skills:
IT literate
Excellent relationship building skills
Pro-active with a desire to provide the best possible service to clients.
The Package
Salary £60k-£80k DOE + bonus
Car Allowance
Extensive Company Benefits
Contact: Karen Cummins
Reference: KC/99819
Candidate care:
By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.
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