Job Details

Job Title: Financial Planner

Industry: Financial Planning

Location: Cardiff

Salary: £40,000 – £80,000 (dependent upon experience and background)

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Planner in Cardiff to join a national chartered IFA company.

Our client is a national Chartered IFA company and has an exciting opportunity for an employed Financial Planner. They are a successful and innovative financial planning firm who offer bespoke whole of market financial and investment advice to private and corporate clients. The company are now consolidating and expanding their clientele and need to grow their Advisory team.

In addition, they are one of the very few genuinely Independent and Chartered financial planning firms in the UK who have a growing presence within the financial planning field.

This is an exciting opportunity for an experienced Financial Planner to work with our client based in their Cardiff office.

 

What’s in it for you:

This is an excellent opportunity to join a growing, national and professional organisation with the opportunity to progress within the company. A very competitive salary of between £40,000 to £80,000 (dependent on experience and background) with bonus and benefits are on offer for the right person.

Additional Benefits:

  • Full paraplanning and administration support from a highly qualified team
  • Will be fully focused on meeting clients and providing an excellent service to clients
  • Available support to attain further exams
  • Excellent additional benefits
  • The company emphasises an excellent working culture and wellbeing

 

Skills and experience required:

The ideal individual will be Level 4 Diploma qualified (working towards Chartered), have a proven track record providing high levels of service and advice, will be able to work compliantly and efficiently and maximise new business opportunities.

Recruiters contact info:

Name: Ryan Bartlett

Email: ryan.bartlett@recruitukltd.co.uk

Tel: 01779170410

Whatsapp/mobile: 07399 163960

Job Reference: 12730

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, here at Recruit UK we currently representing a Financial Planner role in Cardiff to join a national chartered IFA company.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

Job Title: Financial Planner

Industry: Financial Planning

Location: Cardiff

Salary: £40,000 – £80,000 (dependent upon experience and background)

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Planner in Cardiff to join a national chartered IFA company.

Our client is a national Chartered IFA company and has an exciting opportunity for an employed Financial Planner. They are a successful and innovative financial planning firm who offer bespoke whole of market financial and investment advice to private and corporate clients. The company are now consolidating and expanding their clientele and need to grow their Advisory team.

In addition, they are one of the very few genuinely Independent and Chartered financial planning firms in the UK who have a growing presence within the financial planning field.

This is an exciting opportunity for an experienced Financial Planner to work with our client based in their Cardiff office.

 

What’s in it for you:

This is an excellent opportunity to join a growing, national and professional organisation with the opportunity to progress within the company. A very competitive salary of between £40,000 to £80,000 (dependent on experience and background) with bonus and benefits are on offer for the right person.

Additional Benefits:

  • Full paraplanning and administration support from a highly qualified team
  • Will be fully focused on meeting clients and providing an excellent service to clients
  • Available support to attain further exams
  • Excellent additional benefits
  • The company emphasises an excellent working culture and wellbeing

 

Skills and experience required:

The ideal individual will be Level 4 Diploma qualified (working towards Chartered), have a proven track record providing high levels of service and advice, will be able to work compliantly and efficiently and maximise new business opportunities.

Recruiters contact info:

Name: Ryan Bartlett

Email: ryan.bartlett@recruitukltd.co.uk

Tel: 01779170410

Whatsapp/mobile: 07399 163960

Job Reference: 12730

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, here at Recruit UK we currently representing a Financial Planner role in Cardiff to join a national chartered IFA company.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

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