Focus Resourcing
Financial Advisor
Job Location
Grangetown, United Kingdom
Job Description
Due to expansion, we are looking to recruit for an experienced Financial Advisor for our established client based near Cardiff.
Duties
Dealing with high net worth individuals
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
Office based role with early finish on Friday lunch. Skills
Recent experience as a FA with a list of current clients ideally 5 years plus experience.
A degree in business management or accountancy services or a level 4 qualification.
Excellent customer service and account management experience
Good networking skills
Strong computer skills and a sound understanding of economics and financial concepts.Benefits
Competitive Base salary £39K plus bonus
Extra 30% bonus on any new business fees
5 % discretionary bonus yearly
20 days holiday plus Xmas period off.
Car parking
Supportive colleagues
OTE uncapped 100K
Location: Grangetown, GB
Posted Date: 12/25/2024
Duties
Dealing with high net worth individuals
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
Office based role with early finish on Friday lunch. Skills
Recent experience as a FA with a list of current clients ideally 5 years plus experience.
A degree in business management or accountancy services or a level 4 qualification.
Excellent customer service and account management experience
Good networking skills
Strong computer skills and a sound understanding of economics and financial concepts.Benefits
Competitive Base salary £39K plus bonus
Extra 30% bonus on any new business fees
5 % discretionary bonus yearly
20 days holiday plus Xmas period off.
Car parking
Supportive colleagues
OTE uncapped 100K
Location: Grangetown, GB
Posted Date: 12/25/2024
Contact Information
| Contact | Human Resources Focus Resourcing |
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