A leading Independent Financial Advisers in Carmarthen town centre is looking for a new person to join the team as a Financial Advisor
This is a unique and varied hybrid role for someone looking to progress their career within an independent financial advisors and join them on the growth journey.
Permanent Position
Full time hours working Monday – Friday
Salary negotiable up to 30k depending on experience & current qualifications
A little bit about what you will do doing as the Financial Advisor
- Greeting clients at the office along with general administrative duties
- Review Client files, update fact finds, contact relevant clients for review meetings, update diary
- Assist with new client enquiries, preparing new fact finds, preparing transfer letters of authority, issue Finametrica Risk Tolerance Questionnaire, Terms of Business, Fee Menus, BR19 forms, scanning on squarely AML
- Assist with Paraplanning reports, recommendations, KID along with other financial duties. You will assist with preparation of Lasting Powers of Attorney, Preparation of Wills and Trusts.
- You will also support with aspect of office work to assist the smooth and clean running of the business.
- Previous industry experience working as a Paraplanner
- Knowledge of financial products including pensions and investments.
- Experienced in preparing and drafting suitability reports
- Welsh speaker desirable or the ability to understand Welsh.
What’s in it for you
Monday to Friday working hours
Salary negotiable up to 30k depending on experience & current qualifications
You will have a desire to gain further professional industry qualifications (e.g. Cii exams)
Opportunity to join a well established company in the heart of Carmarthen.
Flexible working hours – please note this is an office based role
Pension scheme contributory after qualifying period
23 days per annum increasing to 25 after a successful probationary period plus bank holidays
Free parking available
** Please note this is an office based role
Please hit apply below or submit an up to date CV as soon as possible to [email protected] or give me a call 01267610900
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