Junior Financial Planner

Recruiter
RecruitUK
Location
Cardiff, UK
Salary
Competitive
Posted
29 Aug 2019
Closes
25 Sep 2019
Ref
1247450923
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Title: Junior Financial Planner

Industry: Financial services

Location: Cardiff

Salary: up to £35,000

Reference: 14109

Job Description:

Recruit UK are working on an excellent opportunity for a Junior Financial Planner in Cardiff to join a Wealth Management Firm.

We are working with a FTSE 100 financial services firm who offer a wide range of wealth management services. Due to continued growth of the business and continued growth of the wealth of their clients they are now looking to take on a number of Junior Financial Planners across the South Wales region.

Duties will include but will not be limited to:

- Working closely with the senior financial planners

- Building on existing relationships with clients

- Seeking opportunities to bring in new business to the firm

- Using your entrepreneurial flair to develop your own personal brand as a financial planner.

What's in it for you:

- Access to an existing client bank

- Full training and support

- Back office and technical support

Skills and experience required:

- Level 4 diploma in financial planning

- Have worked within the financial services sector for the last 2 years

- Aspire to become a successful financial planner

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