We are seeking a seasoned Financial Advisor to join our team, supporting high net worth individuals near Cardiff.
Responsibilities include:
* Meeting clients to discuss their financial goals and current situations
* Conducting research on financial products to identify key features and benefits
* Negotiating with providers to secure better deals for clients
* Implementing tailored financial plans to meet clients' objectives
* Evaluating the effectiveness of existing financial strategies and recommending adjustments as needed
This role is ideal for an experienced professional with strong communication skills and a deep understanding of financial markets.
The estimated salary for this position is $80,000 - $120,000 per annum, depending on qualifications and experience.