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Job Detail


Financial Adviser ref : 28592274
40,000 Wales
18/01/2018 16:27:32

Independent Financial Adviser
Location: Cardiff
Basic Salary: £35,000 - £40,000 per annum plus bonus and other benefits

Ambridge Harris are currently supporting a successful and growing Cardiff based IFA firm in recruiting for an experienced and qualified Financial Adviser. Our client offers holistic advice and effect transactions across a range of financial vehicles including investments, pensions, protection, IHT planning etc. for individual clients.

The successful candidate will be able to provide a high level quality service on a professional but personal basis which reflects their clients' needs and expectations. They will have leads provided but must also be capable of generating leads through referrals, introductions and existing clients. There is no expectation to bring clients with you, though this will clearly be seen as an advantage if you do. Full administration and paraplanning support will be provided.

Previous experience as an IFA is a must as is holding a Level 4 qualification. It would be an advantage to hold additional qualifications.

Knowledge and Skills
* High level of confidence and ability with sales and presentational skills
* Exceptional interpersonal skills and telephone manner
* High quality of personal organisational skills
* Ability to work in a team environment
* Drive and motivation to deliver and exceed business targets
* Eagerness to learn and develop skills and knowledge continually

Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please note that on this occasion your application has not been successful

Ambridge Harris is committed to equal opportunity and diversity. Ambridge Harris will not discriminate on unlawful grounds.

Job Ref - 22084

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