Financial Adviser
Cardiff (employed or self-employed)
£80,000 OTE in year one
An exceptional financial advice firm in Cardiff iis recruiting a Financial Adviser to join the firm and be part of its ambitious growth plans. This appointment is seen as a significant stepping stone for the business, offering the right candidate real progression opportunities directly geared to performance.
You will join a small, friendly team as a Financial Adviser and will play a key role in how the business develops for the future.
The practice is an appointed representative of The Openwork Partnershipwhopride themselves on outstanding levels of customer service and compliance, and as such, you will receive outstanding levels of support, guidance, and training throughout your onboarding journey and beyond.
We are looking for an adviser demonstrating a positive attitude and aptitude for business growth. This is an opportunity for someone who wants to grow and thrive with the company in the long term. First and foremost, the right candidate is the key for us, we want to foster a healthyteam and working environment. We are prepared to discuss both employed and self-employed options to suit both the candidate and business.
Someone passionate, ideally possessing both technical expertise and commercial acumen would do well in this role. We would love to hear precisely what success in this role would look like for you.
About the Role:
We seek a Financial Adviser who values client outcomes and can demonstrate the right ideas on how to develop new business. In return we will allocate tranches of existing clients to you. You will develop new business from existing client reviews as well as finding your own new clients, from your existing network or otherwise, to add to the existing clients given to you.
The ability to find new clients and bring new business into the practiceis a key aspect of this role. For our existing clients you will conduct annual reviews, complete the annual reports andprocess any new business which is likely to generate from this.
There is admin support, but you will be expected to know, or learn, how to do your own administration work.
Skills and qualifications required:
- Minimum qualification level - DIPFA/CII Level 4 (essential)
- CeMap, CeRER (desirable)
- Demonstrable experience in financial advice, pensions, and investments - (preferably 2 years' experience as a regulated adviser)
- A strong understanding of financial products and services
- Exceptional interpersonal skills with the ability to build and maintain client relationships
- Self-motivated and results driven with a proactive approach to business development.
Benefits:
- There is a clear pathway for progression with a view to buying into the business in the future.
- An excellent book of clients for the right candidate
- Administrative support
- Serviced offices including meeting rooms that can be booked.
- Shared parking
- Work social events every few months.
- Hybrid working
- Self-employed or employed opportunity to be discussed at interview.
You will be supported and mentored, to the level you require or desire,by the Practice Principal who will help you to grow your client base and meet your development goals.
If you are a qualified Financial Adviser, with a minimum of Diploma Level 4, and are interested in this role, please get in touch to discuss further, we would love to hear from you.
Synonyms: Financial Advisor, Financial Adviser, Investment Advice, Financial Planner, Wealth Adviser, Financial Planning, Wealth Planning, Pension Planning