Financial Planner

  • Location

    Cardiff, Wales

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £60000 - £90000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2210_1589361077

  • Published:

    7 months ago

  • Expiry date:

    2020-06-12

  • Startdate:

    ASAP

  • Consultant:

    #

A national Financial Planning organisation currently have the requirement for an experienced Financial Planner to join their busy Cardiff office.

The client is one of the most highly regarded Wealth Managers in the UK, they provide holistic Financial Planning services to HNW & UHNW individuals and corporate clients throughout the UK. They are now seeking to recruit an experienced Financial Planner to help service and further develop a book of HNW and UHNW clients.

You will not need a client bank as all clients and leads will be given to you. You must have at least four years experience working as a Financial Planner and will have a proven track record providing high levels of Advice. Ideally you will be Chartered status, however the client will consider Advisers who are working towards this.

You will be provided with full Paraplanning and Administration support from an office based team, this will allow you to spend more time with your clients.

In return, you will be working for a genuine top tier organisation who can offer a first class working environment along with a well above market average salary, bonus and benefits package.

You will be expected to work hard but you will be well rewarded, this role is very much suited to a career focussed individual.