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