Financial Adviser

Job Location	Pontypridd
Education	Not Mentioned
Salary	£40,000 - £175,000 per annum, OTE, negotiable
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Financial Adviser - Home based & Clients providedExperienced Financial Adviser required by a growing wealth management firm based in South Wales . You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.This role offers an existing client bank as well as full compliance supportKey Responsibilities:

Assessing individual clients’ financial circumstances, current provisions, and future goals.
Manage and nurture an existing portfolio of clients, providing personalised financial advice and solutions.
Conduct thorough financial assessments to understand clients goals, risk tolerance, and financial situations.
Develop and implement comprehensive financial plans tailored to meet clients needs.
Foster strong client relationships through regular communication and proactive financial guidance.
Stay updated on market trends, investment opportunities, and financial regulations to provide informed advice.

Required:

Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
Genuine desire to provide a high standard of advice and service to clients
You are engaging and can connect with a wide array of audiences
Detailed knowledge of Investments, tax planning and Defined Contribution pensions.

Benefits include:

Profit share bonus.
Contributary pension scheme.
Group Life Assurance of 3x salary.
Car allowance (on attaining CAS and after probationary period) £250pm.

The ability to work from home
Induction programme, training and mentoring support
Action Team helpdesk support
Client focused website
Quality branded stationery
Compliance protection and support

To find out more about this opportunity please contact Paula ThornburyThornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.Required skills

1Financial Advice
1Financial Planning
1Investment
1Pensions
1Protection
1Tax Planning
1Wealth Management

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