Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
We are recruiting for an experienced Financial Adviser based in or around the area of Cardiff to join an established business, ready to hit the ground running with fully qualified leads ready for you to service
A world where you leads are provided
Are you a Financial Adviser looking for a new role
Are you already or looking to step into the Self employed world?