Financial Advisor

Due to expansion, we are looking to recruit for an experienced Financial Advisor for our established client based near Cardiff.

Duties

• Dealing with high net worth individuals
• Meeting clients and discussing their finances and financial goals
• Researching financial products for clients and explaining their key features and benefits
• Negotiating better financial deals with providers on a client's behalf
• Researching financial law changes and economic trends
• Reporting their clients financial results and investment progress
• Supporting investment professionals to cultivate client relationships
• Office based role with early finish on Friday lunch.

Skills

• Recent experience as a FA with a list of current clients ideally 5 years plus experience.
• A degree in business management or accountancy services or a level 4 qualification.
• Excellent customer service and account management experience
• Good networking skills
• Strong computer skills and a sound understanding of economics and financial concepts.

Benefits

• Competitive Base salary 39K plus bonus
• Extra 30% bonus on any new business fees
• 5 % discretionary bonus yearly
• 20 days holiday plus Xmas period off.
• Car parking
• Supportive colleagues
• OTE uncapped 100K