Financial Planner

Job Title: Financial Adviser

Industry: Financial Planning

Location: Cardiff / Swansea

Salary: £50-60,000 OR self employed

Job Reference: 10573

Job Description:

Recruit UK are working on an exciting opportunity for a Financial Adviser to join a Financial Planning firm.

Our client is a boutique and successful financial planning firm who are fully independent and directly authorised. They have a client book and flourishing client lead source that they are looking for support with. They can offer both self employed and employed contracts depending on your preference and they use a leading compliance firm for all their regulatory needs.

Whether you have 2 years, or 20 years experience, this role could be perfect for you! They also have in house mortgage and protection advisers who you can work closely alongside to ensure clients are offered a holistic level of advice. You don't need to be tied to an office either, and can work more remotely, from home and seeing clients, if this suits you best.

Benefits:

• Employed or Self employed contracts available
• Hybrid working, or predominately remote working if preferred
• Clients/leads
• 25 days holiday
• Christmas closure
• Private medical insurance
• 5% employer pension contribution
• Progression opportunities to specialist mortgage or Financial Planning (investments/pensions)

Skills and experience required:

• Experience working in a Financial Planning Adviser position essential, in an independent firm ideal
• Extensive experience managing and building strong relationships
• Good knowledge of UK market and FCA regulations
• Level 4 Diploma minimum, working towards Chartered added bonus