Financial Planner

Job reference
EA76580
Location
Cardiff, South Glamorgan, United Kingdom
Start date
To be arranged
Sector(s)
IFA jobs
Contract type(s)
Full time
Salary
£40,000-£60,000
Date posted
15/11/2016

Looking for an experienced & well qualified Financial Adviser or Planner, but one who would be keen to use cashflow modeling in their work for the basis of their recommendations. Must have good personal skills, be articulate and present well. Able to deal with professional and academic people. Full supporting team of compliance, paraplanners and professional support so you only seek, meet and deal with clients as well as sign off reports. Good salary plus bonus paid to the right person.

Having some of own clients would be an advantage.

Private medical insurance & pensions. Membership of CISI.

Enthusiastic and personable. Prepared to learn and develop. Show good track record of getting clients and closing business.

UNIQ Family Wealth
Company
UNIQ Family Wealth
Website
http://www.uniqfamilywealth.co.uk
Phone
029 20782330