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Permanent

Financial Advisor

Aberystwyth
money-bag 10000-500000 Annual
Posted 2 days ago

Independent Financial AdvisorLocation: Aberystwyth Hybrid Working Available Salary: Competitive and negotiable on experience please enquireBenefits: Performance bonusesStructured career development and qualification support25 days annual leaveBirthday off as an additional dayOpportunity to purchase additional holidaysFlexible benefits packageEnhanced family-friendly policiesCycle to work schemeCompany pension schemeHybrid working arrangementsDeath in service cover The role:An exciting opportunity has arisen to join a growing and forward-thinking financial planning organisation in Aberystwyth. We are supporting them to recruit an entrepreneurial and motivated Independent Financial Advisor. This is a fantastic opportunity to build and develop your own client portfolio with structured development, and genuine long-term career progression.The Opportunity:You will play a key role in delivering high-quality financial advice while growing and developing strong, long-term client relationships. Full support will be provided for future development, including progression toward Advanced qualifications and Chartered status.Key Responsibilities of the Independent Financial Advisor: Conduct thorough research and analysis of all appropriate solutions to meet each client s needs.Collect, assess, and accurately document all relevant information required to deliver financial advice in line with company standards.Maintain up-to-date client records to ensure a clear understanding of their ..... full job details .....

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