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Financial Advisor

Employer
Brook Street
Location
Cwmbran, Torfaen, United Kingdom
Salary
Competitive Salary
Closing date
Feb 13, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
An exciting new opportunity has come up with our outstanding and established candidate as a Financial Advisor. My client, based in Cwmbran, are looking for a Financial Advisor to join their small team on a permanent basis. This role requires experience as a Paraplanner or proven experience to show capabilities to perform in the role. The salary is between £50,000 - £70,000 per year DOE. This role is 100% based in the office, with the possibility of part time hours.

What you'll do as a Financial Advisor?
  • Provide expert financial advice to clients based on their individual needs and goals.
  • Conduct comprehensive financial assessments, fact-finding, and analysis.
  • Develop and present personalised financial plans that align with client objectives.
  • Stay abreast of market trends, financial products, and industry regulations.
  • Collaborate with the paraplanning team to ensure seamless implementation of financial strategies.
  • Continuously enhance your knowledge through professional development opportunities.

What we need from you?
  • Diploma or equivalent qualification in Financial Services.
  • Proven experience as a Financial Advisor, delivering exceptional client service.
  • Strong understanding of financial products, investment strategies, and market trends.
  • Excellent interpersonal and communication skills, with a client-centric approach.
  • Ability to thrive in a fast-paced environment, working both independently and collaboratively.

What you will get in return?
  • 2 Week closure over Christmas
  • 20 days holiday + bank holidays

Click 'Apply' now or call and speak to Luke for more information

Brook Street are proud to support the Armed Forces Covenant and as such, we guarantee to interview all candidates who are veterans or spouses/partners of military personnel, and who meet all the essential criteria for the vacancy.

As a Disability Confident Leader, and holder of the Gold Award status from the Defence Employer Recognition Scheme, Brook Street, as a supplier to the Public Sector Resourcing Framework (PSR), will offer you a guaranteed interview with a PSR Sourcer.

Should you identify as a candidate with a disability and/or as a veteran or spouse/partner of military personnel and meet all the essential criteria for the role, we encourage you to reach out to us via the Brook Street website. Here you will find a link to register your interest?and state the role that you are interested in.?We are?committed to engaging with you.?

In cases where we have a high volume of ex-military candidates/military spouses/partners, who meet all of the essential criteria, Brook Street will interview the best candidates from within that group.

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