Financial Adviser
Cardiff, WLS, GB, United Kingdom
Job Description
Job Title: Independent Financial Adviser.
You will inherit an active client bank of HNW individuals, there is no requirement to bring clients.
Full admin and paraplanning support, all done in house.
Job Summary: Join our financial services Client as a Independent Financial Adviser, where you will play a key role in providing expert financial planning and investment advice to their clients.
Responsibilities:
Conduct comprehensive financial assessments to understand clients' financial goals and risk tolerance.
Develop customized financial plans tailored to clients' individual needs and objectives. Provide recommendations on investment opportunities, retirement planning, tax strategies, and wealth management.
Monitor and review clients' portfolios regularly to ensure alignment with their financial goals Educate clients on financial matters and empower them to make informed decisions.
Stay updated on market trends, investment products, and industry regulations.
Build and maintain strong client relationships to foster trust and long-term partnerships.
Experience:
Previous experience in the financial services sector with a focus on financial planning.
Proficiency in financial analysis tools and software.
Strong knowledge of financial services, including investments, insurance, and retirement planning.
If you wish to take your earnings to the next level then please get in touch.
Job Types: Full-time, Permanent
Pay: 50,000.00-65,000.00 per year
Additional pay:
Bonus scheme Performance bonus Yearly bonus
Benefits:
Company pension Flexitime Free parking Private medical insurance Work from home
Schedule:
Monday to Friday
Licence/Certification:
Diploma in financial planning (required)
Work authorisation:
United Kingdom (required)
Work Location: Hybrid remote in Cardiff CF10 1FS
Beware of fraud agents! do not pay money to get a job
MNCJobs.co.uk will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD3202798
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Contract
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationCardiff, WLS, GB, United Kingdom
-
EducationNot mentioned