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Financial Planner - Clients Provided

  • Salary: Bonus and Benefits
  • Location: Cardiff
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    06 Aug 2019
  • Job reference: 32644

Your new company

Your new job working as a Financial Planner will be working with a regional wealth management firm based in Cardiff. They're a chartered firm who provide structured and holistic personal financial planning. An opportunity has arisen for a Financial Planner to join a truly independent firm who work with some of the wealthiest clients in South West. You will be joining a firm who have a large bank of clients to offer their new joiner.

Your new role

  • Your new job working as a Financial Planner is an all-encompassing role, where you will be required to build relationships with an existing client base and then build on the existing book bringing in new business
  • This role is an outstanding opportunity for a driven and ambitious individual, who enjoys working with high net worth clients

What you'll need to succeed

  • Your previous experience working as a Financial Planner, managing relationships and a portfolio of clients, will contribute to your success in securing this role
  • You will have proven previous experience in managing clients, retaining relationships and developing new business
  • You will be either chartered or working towards chartered status

What you'll get in return

You'll be offered a competitive salary of up to £55,000 - £70,000, plus a competitive bonus structure and a comprehensive benefits package. You will have the backing of a chartered firm who have a strong reputation within the market place, a vast amount of professional connections and a large client bank to offer.

How to apply

To discuss this opportunity, please contact Ricardo Manouchehri or apply with the latest copy of your CV. We look forward to hearing from you!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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