Financial Advisor

Focus Resourcing Group

Posted a month ago, valid for 10 days

Cardiff, South Glamorgan CF14, Wales

£35,000 per annum

Full Time

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Sonic Summary

We are seeking an experienced Financial Advisor for our client near Cardiff due to expansion.
The role requires at least 5 years of recent experience and a degree in business management or accountancy services.
Key responsibilities include managing high net worth clients, researching financial products, and negotiating deals.
The position offers a competitive base salary of £39K, with an additional 30% bonus on new business fees and an uncapped OTE of £100K.
Benefits include 20 days of holiday, a discretionary yearly bonus, car parking, and a supportive work environment.

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

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