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Independent Financial Planner — Flexible Career Growth
Job summary
A leading financial advisory firm based in Aberystwyth seeks an Independent Financial Adviser to join their team. This role involves developing and expanding a client portfolio, providing financial advice, and conducting thorough research to ensure tailored solutions. Applicants should have strong communication skills and a commitment to advancing professional qualifications. Enjoy a comprehensive benefits package including a pension scheme, flexible benefits, and additional leave on birthdays.
Benefits
Qualifications
- Commitment to undertake professional qualifications towards Chartered status.
- Strong presentation and communication skills are essential.
- Demonstrated understanding of financial markets and a proactive approach.
Responsibilities
- Develop and expand client portfolio with organisational support.
- Provide ongoing financial advice per regulatory requirements.
- Conduct research to identify suitable financial solutions.
- Generate new business through networking and referrals.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.