Financial Advisor – South Wales Client Growth & Planning

Financial Advisor – South Wales Client Growth & Planning

Full-Time 51750 - 63250 Β£ / year (est.) No working from home possible
Cavendish Maine

At a Glance

  • Tasks: Provide expert financial advice and create personalised plans for clients.
  • Company: Cavendish Maine, a leading financial services firm in the UK.
  • Benefits: Competitive salary, professional development, and a supportive work environment.
  • Other info: Opportunity to grow your career in a thriving financial sector.
  • Why this job: Join a dynamic team and help clients achieve their financial goals.
  • Qualifications: Diploma in Financial Planning and strong client relationship skills.

The predicted salary is between 51750 - 63250 Β£ per year.

Cavendish Maine in the United Kingdom is seeking an experienced Financial Advisor to service an existing client bank in South Wales.

The role requires delivering regulated financial advice across investments, pensions, protection and tax planning.

You will conduct thorough reviews, prepare personalised plans and reports, and identify opportunities to grow the client base.

The ideal candidate will hold a Diploma in Financial Planning, be IT literate and excellent at building lasting client

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Financial Advisor – South Wales Client Growth & Planning employer: Cavendish Maine

Cavendish Maine is an excellent employer that fosters a dynamic and supportive work culture, encouraging personal growth and professional development. With a focus on empowering employees in their roles, particularly in the vibrant market of Londonderry, we offer competitive salaries and opportunities for advancement within a collaborative team environment. Join us to be part of a company that values innovation and rewards your contributions to our B2B growth strategy.

Cavendish Maine

Contact Details:

Cavendish Maine Recruitment Team

We think you need these skills to ace Financial Advisor – South Wales Client Growth & Planning

Regulated Financial Advice
Investments Knowledge
Pensions Knowledge
Protection Planning
Tax Planning
Client Relationship Management
Personalised Financial Planning