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Financial Planning Consultant - Cardiff

Reference:

VAC-12

Sector:

Bancassurance, IFA/Independent Adviser, Tied & Multi Sales, Wealth Management

Salary:

£30,000 to £45,000 Per Annum

Benefits:

Full benefits and bonuses

Town/City:

Cardiff

Contract Type:

Permanent

Financial Planning Consultant

Cardiff

Advance is working with leading Wealth Management practice who have an exciting opportunity for a talented individual to join the team. The successful candidate will be qualified to Diploma level, holding Chartered/Advanced Diploma qualifications would be considered advantageous. You should have excellent technical attributes and a proven ability to build strong relationships with HNW individuals.

The role is to provide holistic financial planning advice to both existing clients of the Company and referrals from their established professional connections.

Develop and build new business relationships providing professional, effective, efficient and compliant based advice to clients, building and developing strong working relationship with these clients, and offering tailor made financial planning solutions and a unique ongoing service and review programme.

Have you the experience?

At least 5 years’ experience in a regulated financial advice role

A proven track record of providing high quality advice

Experience of advising across a range of financial planning areas

Experience of working within a professional practice would be an advantage but is not essential.

On offer is a competitive package and benefits

Excellent training and support

The experience of advising in the most interesting and rewarding areas of the industry

Access to high quality professional introducers

Apply today 
This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisers, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.