At a Glance
- Tasks: Provide expert financial advice on investments, pensions, and tax planning to clients.
- Company: Rapidly growing Financial Planning firm with a focus on high-quality service.
- Benefits: Competitive salary, bonus potential, and car allowance.
- Other info: Opportunity for career growth and building lasting client relationships.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Diploma qualified with strong technical knowledge in Financial Planning.
The predicted salary is between 60000 - 80000 £ per year.
This rapidly growing Financial Planning firm provides 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.
Role and Responsibilities:
- 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.
The successful candidate will be a Diploma qualified Advisor with strong technical knowledge across all aspects of Financial Planning and excellent relationship building skills.
Salary: £60k-£80k DOE + bonus
Car Allowance
We think you need these skills to ace Financial Advisor (Investments / Pensions) in Newport
Regulated Financial Advice
Investments Knowledge
Pensions Knowledge
Protection Knowledge
Tax Planning
Client Relationship Management
Financial Circumstances Analysis
