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Job Detail


Financial Planner ref : 744357694
60,000 Wales
18/01/2018 16:39:54

Chartered Financial Planner
Location: South Wales
Salary: Basic £50,000 - £60,000 per annum

We have an exciting opportunity for a Financial Planner based in South Wales to join a Chartered Independent
Financial Planning company. It is one of the very few genuinely Independent, Chartered, Pension Transfer Specialist, financial planning firms in the UK.

Due to a number of acquisitions, combined with continued growth, they are looking to expand into South Wales.
This is a unique opportunity to become a member of their team and develop your career.


The aim of this role is to provide first class long term tax and financial planning services to ensure clients' needs are satisfied compliantly and efficiently. To maximise new business opportunities and retain the Group's growing client base.

You will be provided with full paraplanning and administration support from an office based team, allowing you to focus on delivering exceptional service to our clients.

Qualifications and experience:

You must have experience working as a Financial Planner and will have a proven track record providing high levels of service and advice.

Ideally you will hold CII Chartered status; we will consider financial planners who are close to achieving this. You will be given full study support as well as a very rewarding and prosperous career.

Salary and benefits:

Salary starts at £50,000 depending on experience, qualifications and track record along with:

* Excellent Company Benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
* Generous holiday allowance
* Corporate gym membership
* Regular company social events
* Charity days
* Excellent culture, promoting employee wellbeing and engagement

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 - 22287

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