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Junior Financial Adviser

Junior Financial Adviser

WEALTHLINK RECRUITMENT LTD

Posted 13 hours ago, valid for 14 days

Cardiff, South Glamorgan CF5 1DR, Wales

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The Junior Financial Adviser position is located in Cardiff with a salary range of £40,000 - £50,000.
This is a permanent role offering a 4-day working week.
The ideal candidate should have a Level 4 diploma in Regulated Financial Planning and previous experience in Wealth Management.
The role involves providing holistic advice in Investments, Retirement, Estate, and Tax planning, with a client book available from day one.
Candidates should be either new Financial Advisers or those looking to transition from Paraplanning, and will receive support in achieving CAS status.

Junior Financial Adviser

Location: Cardiff

Salary: £40,000 - £50,000

Duration: Permanent, 4 day working week

We are working with a Cardiff based IFA who are looking to bring on a new Junior Financial Adviser to their team of 6. This is a great opportunity for someone that is a new Financial Adviser or someone who is looking to make the step up from Paraplanning.

The Junior Financial Adviser will be supported through achieving CAS and will work closely with a Senior Financial Adviser within the first 12 months of the job. There is a client book ready to work on from day one and a strong Admin and Paraplanning team so you can focus solely on seeing clients and providing a high level of holistic advice. You will provide advice in the areas of Investments, Retirement, Estate and Tax planning.

What’s on Offer?

Salary of up to $50,000
4 day working week
Support through reaching CAS status
Client bank ready to take over

Requirements for the Junior Financial Adviser position:

Level 4 diploma in Regulated Financial planning
Previous experience in Wealth Management
Client facing experience

If you are interested in the position please apply now and a member of the team will be in touch, subject to meeting the requirements.

Junior Financial Adviser, Financial Planning, Wealth Management, IFA,

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