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Financial Adviser, Bridgend (CR-1413)

£ - £
Our client is a successful small firm of Independent Financial Advisers which has established key business relationships with business owners, professionals, families and retirees. As a result of continued growth and success, the firm are looking for an experienced Financial Adviser to join the team, either on an employed or self-employed basis. Within the role, you will offer clients strategic financial planning on Investment, Pension, Insurance and Estate Planning. 
Job Specification
  • Analyse, identify and evaluate customer’s personal, business and financial situation through a comprehensive Fact Find
  • Provide holistic financial planning advice which meets the needs, goals and objectives of each individual client, in line with service standards and regulatory requirements
  • Promote the holistic financial planning proposition and services of the company available through all distribution channels to ensure the needs of the customer are met 
  • Complete and submit all necessary documentation 
  • Build and maintain effective relationships with customers ensuring their current and future requirements are met and their custom is retained
About you:
  • Transferable client bank around £3m+,
  • Motivated Individual
  • Level 4 Diploma in Financial Services (or equivalent) 
  • Ability to conduct professional and comprehensive client meetings including a qualitative assessment of the client’s attitude to risk 
  • Hold CAS or have held it recently.
  • Strong knowledge and understanding of the financial services regulatory and compliance framework
Employment type: 
Employed (Full Time)Self Employed
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