Financial Planner

  • Location

    Cardiff

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £45000 - £55000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3393_1641900815

  • Published:

    7 days ago

  • Expiry date:

    2022-02-10

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

We are working with one of the UKs leading insurance brokers & financial planning organisations to recruit an additional Financial Planner. The business is well established and highly regarded, they hold Chartered status and have won multiple awards.

Due to an existing Financial Planner retiring, they now have the requirement for another Financial Planner to join their team. Upon joining you will be provided with clients from the Managing Director's client bank and clients being left from the retiring adviser. You will be expected to service these clients, service leads from the other areas of the business, handle new business etc. The client is looking for an individual who is able to network with internal partners who you will work closely with.

You will provide holistic advice to a portfolio of clients across South Wales, these clients will be HNW business owners/Directors and professionals.

To be considered you must have experience within a similar position, you should hold the Diploma in Financial Planning as a minimum and any additional exams towards Chartered would be an advantage.

This is a fantastic opportunity to join a reputable organisation where you can have a long term & profitable career. The client is well known for looking after their staff and have been named one of the best employers in the country for a number of years.