Employed Financial Adviser

Financial Planner - Swansea, Wales

Ref: 8Tuesday 4 May 2021

£30,000 - £70,000

Financial Adviser required in the Swansea area. 

The Senior Management team are looking for qualified Financial Advisers, who have a drive for providing quality service, and are comfortable providing a variety of products to people from diverse backgrounds.

You will have access to existing clients and new business leads as well as full-back office support of a highly trained Paraplanner and Administration team. You will also gain access to a network of business providers in other areas to ensure that your clients receive more than just Financial Planning services. The goal is to provide the client with a complete package offering a full range of services.  

The Opportunity

This is a fantastic chance to join a national firm that can offer you a team environment either home-based or in the office.  

What’s needed for me to be considered?

  • Previous experience working within a similar fast-paced financial services environment
  • Level 4 qualified,
  • Excellent communication, both written and verbal, and attention to detail is essential to succeed
  • Ability to provide first-class service

Job Synonyms: CAS, Chartered, Advisor, Financial Planner, Financial Planning, Adviser, IFA