Independent Financial Adviser

Financial planning - Cardiff, Wales

Ref: 161Tuesday 14 June 2022

£40,000 - £50,000

I am working with an award winning Financial Planning practice, with a fantastic local reputation due to their high quality and personal approach to financial advice. 

The firm in question are looking to add a Financial Adviser to the team, to take on new and existing clients and ensure they are serviced with the utmost attention. 

Main duties; 
Conduct meetings with existing and new clients, either office-based or in the clients' home/business. 
Ensure you help clients understand their options, in order to help them achieve their financial goals 
Analyse all information and prepare a plan that is designed to individual clients'

To be considered for this role, ideally you will hold: 

A strong track record of providing financial advice 
Competent Adviser Status 
Exceptional client service skills, with a genuine interest in helping clients achieve their goals 

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