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Financial planning Graduate

Posted on Aug 1, 2019 by CV-Library

Dyfed, United Kingdom
Customer Service
Immediate Start
£20k - £22k Annual
Full-Time
This is a great opportunity for a promising graduate or individual who is suitably qualified in the Financial Services arena to be considered for this new role based in Carmarthen Town Centre.



Are you a Graduate within Finance, Accounting or Legal industry and would like to forge a career within a leading Independent Financial Advising organisation.

A little bit about them;

They offer services such as financial advisory, income protection and wealth management, among many more, to businesses or individuals in the South Wales area.



They encompass personal tax planning, inheritance tax planning, retirement planning, blood line wealth management, the management of assets to deliver retirement income, the establishment of Trusts and relevant life assurance and protection policies.

About you;



Bilingual preferred but by no means essential.

Presentation, communication and good work ethic

Professional telephone manner

Personality is important with a can do attitude

Qualifications are not as important as the desire to complete financial (qualifications which would be funded for the right person).

Working knowledge of digital marketing and how to generate new business will be preferred

Leadership, tenacity, and individualism are core requirements, but the ability to adapt and work as team is essential

Ethical and socially responsible behaviour is a foundation of membership and ultimate qualification

They are looking to test an analytical and problem-solving mind to achieve the desired positive outcomes at all times. You will be a person that can effectively communicate with customers/investors

An interest in advising is essential, therefore you need to be a people person.

In return they offer a great benefits packages



Starting Salary £20,000 rising with service and qualifications gained

Flexible working hours- this is a full time role

Pension scheme contributory after qualifying period

23 days per annum increasing to 25 after a successful probationary period plus bank holidays (There will be an additional 3 days mandatory holiday over the Christmas New Year period)

Free parking available Immediate interviews available for the right candidate so do not delay in clicking the apply button now

Reference: 210453987