£40K/yr to £50K/yr
Cardiff, Wales
Permanent, Variable

Junior Financial Adviser

Posted by WEALTHLINK RECRUITMENT LTD.

Junior Financial Adviser

Location: Cardiff

Salary: £40,000 - £50,000

Duration: Permanent, 4 day working week

We are working with a Cardiff based IFA who are looking to bring on a new Junior Financial Adviser to their team of 6. This is a great opportunity for someone that is a new Financial Adviser or someone who is looking to make the step up from Paraplanning.

The Junior Financial Adviser will be supported through achieving CAS and will work closely with a Senior Financial Adviser within the first 12 months of the job. There is a client book ready to work on from day one and a strong Admin and Paraplanning team so you can focus solely on seeing clients and providing a high level of holistic advice. You will provide advice in the areas of Investments, Retirement, Estate and Tax planning.

What's on Offer?

  • Salary of up to $50,000
  • 4 day working week
  • Support through reaching CAS status
  • Client bank ready to take over

Requirements for the Junior Financial Adviser position:

  • Level 4 diploma in Regulated Financial planning
  • Previous experience in Wealth Management
  • Client facing experience

If you are interested in the position please apply now and a member of the team will be in touch, subject to meeting the requirements.

Junior Financial Adviser, Financial Planning, Wealth Management, IFA,

We use cookies to measure usage and analytics according to our privacy policy.