My client is a boutique financial advice firm which works with HNW clients by advising them through investment, pension and tax choices. They are looking for an Independent Financial Advisor to work with clients in making recommendations on ways to best utilise their assets to achieve their financial goals.
This role will see you discovering their financial circumstances, current provisions and future aims based on their changing needs and circumstances. You will be analysing information and presenting Financial Plans best suited to individual clients' requirements keeping in mind your clients attitude to risk and capacity for loss using.
Role Requirements:
* Level 4 Diploma with the desire to achieve Chartered status
* 3 years plus experience advising clients, preferably HNW
* Excellent communication and computer literacy skills required
* Excellent presentation skills
They are looking for a candidate who is client centric, strong at relationship building and hungry to develop their career.In return they offer support towards achieving your Chartership and a supportive environment which includes full paraplanning and back-office support.
They are based in Cardiff and the role is hybrid, likely 3 days in the office and 2 working from home.
If this sounds like your ideal next role, please get in touch.
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