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