Junior Financial Planner

Recruit UK ,
Cardiff, South Glamorgan
More Details
Job Type: Full-time
Salary: £30,000 per annum

Overview

Job Title: Junior Financial Planner Industry: Financial services Location: Cardiff Salary: up to £35,000 Reference : 14109 Job Description: Are you Level 4 qualified but struggling to get your foot in the finance world? Perhaps you have got a lot of experience within the industry but don’t know how to get into advice? This could be your next stepping stone in your career 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 - Competitive Salary that grows with you Skills and experience required: - Level 4 diploma in financial planning - Essential - Have worked within the financial services sector for the last 2 years - Desired - Aspire to become a successful financial planner 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, Recruit UK are pleased to be working with a Wealth Management Firm based in Cardiff on a Junior Financial Planning role.

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