Financial Advisor

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

Location: Grangetown, GB

Posted Date: 1/12/2025