Qualified Financial Adviser - Cardiff, United Kingdom - Imperial Chartered
3 weeks ago
Description
Company description
We are an independent, whole of market Chartered Financial advice firm. We pride ourselves on long term relationships and client retention. The business has a fantastic reputation and have grown from client referrals and introducers.
A fantastic and exciting opportunity to join a well-established practice with an existing client bank with funds under management of circa £50m to be serviced and capacity to grow with an excellent source of leads for new business from our sister finance company.
Role Description
- Conduct review meetings with existing client bank on zoom or faceface.
- Uptodate knowledge and understanding of investment markets.
- Build strong relationships and trust to retain clients.
- Prepare financial plans to ensure clients meet their financial goals.
- Generate new business and build introducer relationships.
- Initially office based with a view to hybrid working from home.
Skills required
- Level 4 Diploma in Regulated Financial Planning.
- Competent Adviser status.
- Looking to achieve Chartered status.
- Knowledge of financial products and markets.
- Excellent written and verbal communication.
- Ability to develop strong long lasting relationships.
- Proven track record of success and achievements.
Benefits Package
- Company pension
- Life insurance
- On site parking
- 6 monthly profit share payment.
- 6 monthly Performance related Bonus scheme.
- 25 days annual leave + Bank holidays
Salary:
£35,000.00-£40,000.00 per year
Benefits:
- Company pension
- Flexitime
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Performance bonus
Licence/Certification:
- Level 4 Diploma in Regulated Financial Planning.
- Level 4 Diploma in Regulated Financial Planning (required)
Work Location:
One location
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