Financial Planner - Client-Centric Advisory Role
Location: Cardiff 4 DAY WORKING WEEK
Salary: upto 50k plus bonus
Experience Required: Minimum 3 years in a client service environment
Are you a qualified Financial Planner looking for a role where you can make a real impact on clients' financial futures? We follow a holistic, six-step financial planning process, ensuring clients receive tailored, expert guidance across investments, pensions, tax planning, and more.
Key Responsibilities:
1. Comprehensive Financial Planning - Conduct in-depth reviews of clients' financial circumstances, risk tolerance, and future goals.
2. Client-Centric Approach - Develop tailored financial strategies that align with individual needs and long-term objectives.
3. Investment & Wealth Management - Offer professional advice on investments, pensions, mortgages, insurance, and tax solutions.
4. Continuous Client Engagement - Educate clients on financial planning strategies and maintain long-term advisory relationships.
5. Compliance & Professional Development - Ensure adherence to regulatory requirements while maintaining and developing professional qualifications.
6. Business Development - Grow the client base through referrals, networking, and professional connections.
What We're Looking For:
1. Level 4 Diploma Qualified (or equivalent).
2. 3+ years of experience in financial planning/advisory roles.
3. Strong analytical, communication, and client relationship skills.
4. Proficiency in financial risk assessment tools and financial forecasting.
5. Tech-savvy with good computer literacy skills.
Why Join Us?
1. Work with a highly respected, client-focused firm.
2. Opportunities for professional growth and structured CPD.
3. A collaborative, integrity-driven work environment.
If you're ready to take your career to the next level, apply now or get in touch for a confidential chat. #J-18808-Ljbffr