Financial Planner Job in Cardiff, South Glamorgan

Financial Planner Job in Cardiff, South Glamorgan. Apply for the latest Cardiff, South Glamorgan jobs in Accounting/Financial/Insurance.

Financial Planner Job in Cardiff, South Glamorgan

Job Description
Our client is looking for an experienced Financial Planner to join their already successful team as they continue to build on their reputation of delivering high quality Financial Advice. You will offer your client's advice on a broad variety of products from across the market based on their best interests, finding the best methods to help them reach their goals purely on their lifestyle, financial goals and aspirations

Job Description

Cover a designated area offering a full financial planning service tailored to each specific client

Get to know your clients, their financial goals and priorities, you will then be in a position to put together a strategy to help them reach their financial goals

The services you will offer will include retirement planning, life insurance, income protection, critical illness, investments and inheritance tax planning

Experience and Requirements

* Drive and determination

* You will have strong experience as an IFA

* Proactive and continue to generate leads, referrals and introducer's

* Full back office support will be provided together with training, compliance and research systems

* You will be Diploma Qualified as a minimum

* Chartered status is desirable, but not essential

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Job Type: Permanent, Full Time
Location: Cardiff, South Glamorgan
Category: Accounting/Financial/Insurance
City: Cardiff
County: South Glamorgan
Country: United Kingdom
Salary: £40000 – £60000/annum
Benefits: