Job Description
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their Cardiff based team.
The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video & telephone. You will be provided with all the clients you need and will be passed ongoing leads - there will be no business development targets.
The company will provide you with a well-established client base that is already generating strong recurring income, and new clients will be generated through company-sourced lead generation. The average client has around £250k AUM, however some clients have considerably more. The advice varies but is focused around pensions, investments & protection.
To be considered you should have previous experience within a similar role, you MUST be Level 4 qualified to be considered. This role may suit a Financial Adviser who is keen to continue providing high levels of advice but doesn't want business development targets or the additional travel usually involved.
The client is offering a basic salary to £60,000 + bonuses and excellent company benefits.
