- Provide financial planning support to clients
- Be able to build strong client relationships
- Prepare financial plans and check their accuracy
- Minimum Level 4 Qualified Regulated Financial Planning
- 3+ years' of industry experience
- Excellent interpersonal skills
Financial Advisor - Swansea, United Kingdom - IDEX Consulting Ltd
Description
Job Description
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 come with a core book of clients but the emphasis is on new business generation. The successful applicant must have the hunger to self generate.
Do you have a track record of being able to be self sufficient, perhaps you have established professional connections but are looking at opportunities?
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.
Responsibilities
Qualifications