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Permanent

Financial Advisor

South Glamorgan
money-bag 50000.00-50000.00 Annual
2977905969
Posted Yesterday

Jo (Mrs H) at Avocet Commercial Careers is delighted to present this outstanding opportunity for a Financial Advisor to join a highly respected financial planning firm in Cardiff. This is an exceptional chance to advance your career within a dynamic organisation that values professional excellence whilst making a meaningful difference to clients'' financial futures. About the Client Our client is a leading financial planning firm with a strong reputation for delivering high-quality, compliant, and client-focused advice to support their clients'' financial growth and stability. With a focus on both business growth and client satisfaction, the firm provides excellent support through their paraplanning and client service administration teams, allowing Financial Advisors to concentrate on delivering exceptional advice and building lasting client relationships. About the Role This is an outstanding opportunity for an experienced Financial Advisor to join a thriving practice and take responsibility for a substantial client portfolio of approximately 300 clients. You will play a key role in the firm''s growth strategy with a focus on new asset generation and revenue whilst maintaining the highest standards of client service. Financial Advisor Responsibilities Manage a client portfolio of approximately 300 clients, providing holistic financial planning consultations Conduct regular client reviews in accordance with the firm''s review schedule and suitability process Ensure clien

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