- Job reference
- Cardiff, South Glamorgan, United Kingdom
- Start date
- To be arranged
- IFA jobs
- Contract type(s)
- Full time
- Date posted
Description, duties, responsibilities
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.
Personality requirements and skills
Enthusiastic and personable. Prepared to learn and develop. Show good track record of getting clients and closing business.