Give us a call on 0117 379 0818

Independent Financial Adviser, Cardiff (TB-1451)

£35000 - £45000 + Bonus and Benefits

Role: Independent Financial Adviser

Location: Cardiff 

Salary: £35,000 - £45,000 + Bonus and Benefits

A long established and well regarded financial advisory organisation with a solid reputation for providing clients with trusted long-term advice seek an IFA to join the team. The company are proud to provide independent, holistic advice to clients on a wide range of products that complement the clients' personal goals and objectives. As part of the role, you will receive client/lead generation, full back office support, professional development opportunities and guidance whenever required. 

Key Responsibilities

  • Meet with prospective clients on a regular basis to provide a high level of service, conducting meetings in line with company expectations.
  • Outline with your clients the type of on-going service they wish to receive.
  • To plan, work towards and generate a pipeline sufficient to meet your pre-agreed business targets.
  • Contact all leads supplied within an agreed timescale and updating the business with progress as appropriate.
  • Utilise the research panel when selecting the advice for your clients.
  • Ensure client files are kept up to date and well maintained.
  • Construct reports in line with company standards.
  • Communicate effectively with the administration team and other resources.
  • Provide clear and accountable management information.
  • Desire to continue your professional development, whilst increasing your technical knowledge in specialist areas.
  • Liaise with internal departments including Management, Marketing and Legal as well as external professional introducers and product providers.

Your Knowledge, Skills and Experience

  • Hold the Diploma in Financial Planning.
  • 2-3 years’ experience in a client-facing advisory role.
  • A confident and charismatic individual with excellent sales and presentational skills.
  • Exceptional interpersonal skills and telephone manner.
  • High quality of personal organisational skills.
  • Driven and motivated to deliver business targets.
  • Ability to work individually as well as part of a team.
  • I.T literate.
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: