Associate Financial Planner - Cardiff, United Kingdom - MB Fitzgerald

MB Fitzgerald

Verified Company

Cardiff, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an Associate Financial Planner to join their growing team.

This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support and the genuine opportunity to move into an advisory position.

Upon joining you will be provided with extensive training, once deemed competent you will be given clients where you will be expected to build relationships and deliver an exceptional level of service.

You will be joining a forward thinking, digital team - the vast majority of the role will be speaking with clients both over the phone and via video.

Requirements:

You must have experience within financial services, ideally you will have worked as a Paraplanner, IFA Administrator or in a similar capacity
The client is looking for a driven, motivated individual who is looking to take the next step of their career into an advisory role

In return the client is offering:

A genuine opportunity to progress at one of the UK's leading Wealth Management organisations
Basic salary to £38,000
Bonuses based on performance
Excellent company benefits
Full support for all market exams
Excellent flexible working options you must live within a commutable distance to a local office (the client has offices across the UK) however you will only be expected to come in sporadically for team meetings, training etc