Job Description
Financial Planner – Client-Centric Advisory Role\n\n📍 Location: Cardiff 4 DAY WORKING WEEK \n\n💰 Salary: upto 50k plus bonus \n\n📆 Experience Required: Minimum 3 years in a client service environment\n\nAre 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.\n\nKey Responsibilities:\n\n✔ Comprehensive Financial Planning – Conduct in-depth reviews of clients’ financial circumstances, risk tolerance, and future goals.\n\n ✔ Client-Centric Approach – Develop tailored financial strategies that align with individual needs and long-term objectives.\n\n ✔ Investment & Wealth Management – Offer professional advice on investments, pensions, mortgages, insurance, and tax solutions.\n\n ✔ Continuous Client Engagement – Educate clients on financial planning strategies and maintain long-term advisory relationships.\n\n ✔ Compliance & Professional Development – Ensure adherence to regulatory requirements while maintaining and developing professional qualifications.\n\n ✔ Business Development – Grow the client base through referrals, networking, and professional connections.\n\nWhat We’re Looking For:\n\n🔹 Level 4 Diploma Qualified (or equivalent).\n\n 🔹 3+ years of experience in financial planning/advisory roles.\n\n 🔹 Strong analytical, communication, and client relationship skills.\n\n 🔹 Proficiency in financial risk assessment tools and financial forecasting.\n\n 🔹 Tech-savvy with good computer literacy skills.\n\nWhy Join Us?\n\n✅ Work with a highly respected, client-focused firm.\n\n✅ Opportunities for professional growth and structured CPD.\n\n✅ A collaborative, integrity-driven work environment.\n\nIf you're ready to take your career to the next level, apply now or get in touch for a confidential chat