Financial Planner

Financial Planner

Location: Cardiff (CF1) , Cardiff View map Salary: From 45,000 to 55,000 per annum plus bonus of up to 100 of salary + Date posted: 18/05/2012 10:47 Job type:Permanent Company: Professional Recruitment Contact: Phil Sykes Ref: Totaljobs/2399 Job ID: 53637618

The company

The companyA leading financial solutions and insurance company who provide personal wealth management services to private clients are looking for Financial Planners to work in their fee based wealth management planning environment.

The role

The successful candidate will look after an existing bank of HNW clients providing holistic financial planning. You will be required to develop exceptional relationships with the client portfolio, keeping in regular contact and understanding their needs and objectives. You will conduct all business in a regulated manner, adhering to company and FSA guidelines. You will manage client portfolios, providing necessary research and suitability reports as clients require, maintaining high company standards at all times.

The candidate

Applicants must have the Diploma in Financial Planning, or be making progress towards becoming Certified. The successful candidate will have a minimum of three years experience as an IFA and must have familiarity with a fee based operating model. Determined, focused and results orientated, you will have excellent relationship management, negotiation and communication skills, as well as good commercial instinct.

This is an excellent opportunity to join a highly successful well established organisation which is offering a first rate overall remuneration package and the prospect of earning a six figure salary.