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Financial Planner

Recruit UK | Certified B Corp™
Cardiff County, Wales, United Kingdom
Competitive Salary
Closing date
Apr 28, 2024

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Job Role
Contract Type
Full Time
Are you looking to go Self Employed but worried about starting from scratch?

Then I have the perfect role for you, working with a firm offering a client bank!

Our client is a boutique and long standing financial planning firm that are looking to bring on a Financial Adviser to join the team of advisers.

They currently offer holistic financial planning to a client base across South Wales but due to developments and growth within the firm, they are now looking to bring on a dedicated financial adviser to support with an existing client book. They also have in house Administration and Paraplanning that you will be able to utilise, as well as a central office to use for client meetings.

  • Self employed contract
  • Guaranteed £40,000, OTE of £80,000
  • Clients provided
  • Grow and ring fence your own client book
  • Administration and Paraplanning support
  • Hybrid working
  • City centre office for client meeting
  • Manage your own diary

Skills and experience required:
  • Currently working as a Financial Adviser
  • Level 4 qualified as a minimum
  • Proven track record of managing client relationships and giving holistic advice

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