Financial Advisor - Swansea, United Kingdom - IDEX Consulting Ltd

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    Financial Advisor Swansea and West Wales c.

    £70k + defined bonus + Superb benefits I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Swansea and West Wales.

    The role will give you autonomy to manage your diary and network new clients into the business.

    In return, you will be joining a business who are one of the leading Wealth Management companies in the country (Source FTAdvisor)The ideal candidate will deliver personalised investment solutions to help clients work toward their long-term financial goals.

    They should be be comfortable creating financial plans. ResponsibilitiesProvide financial planning support to clientsBe able to build strong client relationshipsPrepare financial plans and check their accuracyQualificationsMinimum Level 4 Qualified Regulated Financial Planning3+ years' of industry experienceExcellent interpersonal skills