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
Financial Adviser, Bridgend (CR-1413)
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