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Financial Adviser

Posted 9 October by MB Fitzgerald Ended

We are currently working with a small and highly successful Financial Planning practice to recruit an experienced Financial Adviser. Our client provides holistic financial planning and employee benefits advice to HNW private and corporate clients across the UK, they have an excellent name in the market and are highly respected.

They are now seeking to recruit a qualified and experienced Financial Adviser to join their team, the client is seeking an Adviser with a proven record providing high levels of advice, ideally to clients in South Wales. Upon joining the business, you will be given a substantial client bank, these clients will be given to you from the Directors who have reached their full capacity. Although you will be given clients, you will be expected to develop your own business from time to time.

You will be provided first class Paraplanning/Administration and Compliance support from the team who are based in the office.

The client is offering a competitive basic salary + bonuses and company benefits - there is also a very low validation.

This is an excellent opportunity to join a reputable organisation who are providing a client bank, a base to develop new business where you can have a long term career.

Required skills

  • Wealth Management
  • Independent Financial Advice
  • IFA
  • Financial Planner
  • Financial Adviser

Reference: 33505241

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