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This job has expired

Financial Planner

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

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
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.

Benefits:
  • 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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