Financial Advisor

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales

• Provide regulated financial advice across investments, pensions, protection, and tax planning.
• Conduct thorough reviews of clients’ financial circumstances, needs, and objectives.
• Research and recommend suitable products and solutions, from the centralised investment proposition.
• Prepare and present clear, personalised financial plans and suitability reports.
• Contribute to business growth by identifying new opportunities, developing existing client relationships, and supporting marketing initiatives.

This is an employed role with an established client blank and Paraplanning and admin support provided.

The successful candidate will be a Diploma qualified Advisor with strong technical knowledge across all aspects of Financial Planning.

• IT literate
• Excellent relationship building skills
• Pro-active with a desire to provide the best possible service to clients.

• Extensive Company Benefits

KC/99819

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