Chartered Financial Adviser/Pension Transfer Specialist
This role doesn't require the appointed Financial Adviser to bring any clients, as the firm has clients already and a good source of new business. The firm, which is an Independent Financial Adviser, is growing and has a national presence - it also doesn't have a hard sales culture. Our client's staff are highly qualified and have high levels of support, which allows them to spend more time on advising clients. Much of the work is pensions related and therefore it would suit a Chartered Financial Planner or Pension Transfer specialist.
Our client is a high quality financial planning firm with a national footprint. Its advisers are provided with clients and leads and they are all employed. The role will involve meeting clients in and around the Cardiff area, and Advisers are provided with administration and paraplanning support form the head office. The role will be home based with occasional travel to the head office. It is a good place to build a career.
We are keen to speak to experienced highly qualified Financial Advisers, who live in or near Cardiff. We are also keen to speak to Financial Advisers, who are interested in relocating.
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Role: Chartered Financial Adviser/Pension Transfer Specialist
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