Financial Planner

  • Location

    Cardiff, Wales

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000 - £60000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2702_1607952537

  • Published:

    about 1 month ago

  • Expiry date:

    2021-01-13

  • Startdate:

    ASAP

  • Consultant:

    #

Our client is one of the leading names in both the Investment Management and Wealth Planning markets in the UK.

As part of a growth plan for 2021, they are currently seeking Financial Advisers to join their new Wealth Management team.

This role will be a telephone based advice role, providing HNW clients with holistic advice over the telephone and via skype. As a forward thinking business, our client is focused on a new era of advice, cutting back on face to face meetings and instead using fin-tech to manage the client's funds.

Your role will be to build relationships with the clients over the phone and via skype, manage their portfolios and provide financial advice.

This role would suit either a Financial Planner or a bancassurance Financial Planning Manager who is keen to join a fin-tech focused advisory business.

A first class opportunity to join a market leading name in the wealth planning sector offering genuine long term career development opportunities.