Financial Adviser - Cardiff, United Kingdom - Templegate

Templegate

Verified Company

Cardiff, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Job Title:
Employed Financial Adviser

Location:
Cardiff

Salary:
£35,000 ~ £45,000. On target earnings £55k plus. Depending on experience and qualifications

About the Company:

My Client is a well-established practice who deals with High Net worth Investments and Pension management, They are now looking for an experience financial advisor to join their existing established team.

Who have an existing client bank with over £100k ongoing fees annually to be serviced

What Your Day to Day Duties Will Include as a Employed Financial Adviser:

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

What is Needed to Be Considered for the Employed Financial Adviser:

Good customer service for pleasant and productive client interactions
Verbal and written communication, including active listening, for determining client needs and reporting financial progress
Negotiation skills for securing the best deals for clients
Understanding of economics, accounting and other financial concepts
Mathematics for developing sound financial strategies
Computer literacy, including confidence using office and accounting programs

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In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements._

Job Types:
Full-time, Permanent

Salary:
£35,000.00-£45,000.00 per year

Benefits: