Employed Wealth Adviser Located in -- Salary £40,k-65k (annual) Employed Wealth AdviserLocation: Our client is currently looking for an Wealth Adviser in the Cardiff area.The Company: We are delighted to be working with a company that has been at the forefront of the fee based and RDR compliant wealth management business model for a number of years. They deal exclusively with HNW clientele and have a well deserved reputation for the delivery of holistic, high quality financial planning advice. They have a well established network of offices around the UK with full back office and paraplanning support.The Role Profile: The company are looking for a high quality independent financial adviser to service an existing client portfolio from a wealth management perspective and to self generate and develop new income streams via professional connections such as accountants and solicitors. You would be responsible for the provision of financial planning advice to HNW clients in a compliant manner, in line with the companies’ policy on TCF.The Experience Required: The successful applicant will be a diploma or equivalent qualified IFA with at least 3 to 4 years experience in a similar HNW, wealth management environment. They must have experience of working on a fee based business model and be able to self source and generate new business although there is a very good level of client support. They must be able to develop professional connections and be able to manage their own diary effectively.Salary: £40,k-65k (annual)Location: --Job Type: PermanentDate Posted: 30/11/2011 ary=0Employed Wealth AdviserLocation: Our client is currently looking for an Wealth Adviser in the Cardiff area.The Company: We are delighted to be working with a company that has been at the forefront of the fee based and RDR compliant wealth management business model for a number of years. They deal exclusively with HNW clientele and have a well deserved reputation for the delivery of holistic, high quality financial planning advice. They have a well established network of offices around the UK with full back office and paraplanning support.The Role Profile: The company are looking for a high quality independent financial adviser to service an existing client portfolio from a wealth management perspective and to self generate and develop new income streams via professional connections such as accountants and solicitors. You would be responsible for the provision of financial planning advice to HNW clients in a compliant manner, in line with the companies’ policy on TCF.The Experience Required: The successful applicant will be a diploma or equivalent qualified IFA with at least 3 to 4 years experience in a similar HNW, wealth management environment. They must have experience of working on a fee based business model and be able to self source and generate new business although
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