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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
