Financial Advisor in Caerphilly

Financial Advisor in Caerphilly

Caerphilly Full-Time 50000 - 90000 £ / year (est.) No working from home possible
Resource Matters Ltd

At a Glance

  • Tasks: Provide tailored financial advice to high-net-worth clients and grow your business.
  • Company: Join a prestigious blue-chip firm known for its award-winning services.
  • Benefits: Earn a competitive salary, uncapped bonuses, and enjoy 25 days holiday plus more.
  • Other info: Enjoy a dynamic work environment with excellent growth opportunities.
  • Why this job: Take your career to the next level with full client support and resources.
  • Qualifications: Must have a Diploma in financial planning and a proven track record of success.

The predicted salary is between 50000 - 90000 £ per year.

Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000, bonuses, car package, superb benefits.

Our Client, one of the most popular and well-known blue chip firms in the country, is expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients, and their success has been recognised through prestigious awards and significant growth.

We are interested in hearing from top performing qualified Financial Advisors, Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.

The Company offers an excellent package including:

  • an excellent basic salary
  • uncapped bonuses
  • annual bonuses
  • laptop
  • smart phone
  • full home office set-up
  • pension scheme
  • 25 days holiday (excluding bank holidays)
  • and much more.

To apply for the Financial Advisor role, you must have:

  • the legal right to work in the UK
  • a demonstrable proven track record of consistent success within your current role
  • full Diploma in financial planning
  • Evidence of commitment to previous employers.

Please send your CV in confidence quoting Ref: 867543.

Financial Advisor in Caerphilly employer: Resource Matters Ltd

Join a leading blue chip firm in Caerphilly, where you will benefit from a supportive work culture that prioritises your professional growth and success. With clients provided, comprehensive lead generation support, and a generous benefits package including uncapped bonuses and a full home office setup, this is an exceptional opportunity for Financial Advisors looking to elevate their careers while enjoying a rewarding work-life balance.

Resource Matters Ltd

Contact Details:

Resource Matters Ltd Recruitment Team

We think you need these skills to ace Financial Advisor in Caerphilly

Financial Planning
Client Relationship Management
Lead Generation
Holistic Financial Advice
Wealth Management
Mortgage Advisory
Track Record of Success