Job Title: Financial Advisor

Location: South East – Haddington – Cardiff

Salary: £45-55k DOE + Bonus

About the Company:

Our client, an Award Winning Independent Financial Advisers who provide a wide range of services are looking to recruit Financial Advisor’s.

Job Description: 

You will be responsible for providing holistic, independent financial advice solutions to your clients and giving them an exceptional customer service experience in line with the values of the company. Working with an existing client base and working on new leads.

Skills and experience needed (essential or preferred):

The ideal candidate will –

  • Have Level 4 DipFA as a minimum
  • Have recent CAS status
  • Have proven financial advisor experience
  • Have strong interpersonal skills
  • Have experience provided competent and knowledgeable pension, protection and investment solutions
  • Driving License and own vehicle
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For more information or to send applications, please contact Lucy Done on Lucy@cfrecruitment.co.uk or ring her on 07415 773342.

Job Title: Paraplanner

Location: Chepstow

Salary: Up to £30k

About the Company:

Our client, an Independent Financial Advisers who offer bespoke advice to clients throughout the UK are looking to recruit a qualified Paraplanner to join the team. You will be responsible for the daily tasks supporting the IFA’s, playing a key role by providing an efficient and smooth process, ensuring clients get the best results.

Job Description: 

Duties will include:-

  • Undertaking research
  • Creating reports
  • Calculations
  • Financial planning analysis and report writing
  • Ensure all documentation, reports and recommendations are prepared
  • Client communication
Skills and experience needed (essential or preferred):

The ideal candidate will have the following skills and experience needed:-

  • Qualified Paraplanner

  • Previous experience within a fast-paced IFA Practice

  • Excellent communication and analytical skills

For more information or to send applications, please contact Melanie Phillips on melanie@cfrecruitment.co.uk.