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Financial Planner
Job Posted: 2 days ago
Salary: £ 50,000 - 55,000 / Annum
Job Type: Permanent
Location: Cardiff
Expire in: a month
Job Description
A fantastic opportunity to join an established Financial Management company in Cardiff as a Financial Planner on a permanent basis.
In this key role, you will provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives - offering expert advice on mortgages, investments, insurance, tax and private pensions.
Location: On the outskirts of Cardiff. Due to location, you will need to be a driver.
Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!)
What you'll be doing:
Conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances.
Analyse information and present Financial Plans best suited to individual clients' requirements.
Assess client's attitude to risk and capacity for loss, and design suitable financial strategies.
Liaise with financial services providers to keep up to date on solutions in the marketplace.
Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team
Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.What we're looking for:
Proven experience working within a financial planning & client service environment.
Proven experience of delivering client financial advice.
Ability to work efficiently under own initiative with excellent attention to detail.
GCSEs Grades (A-C/1-3) in Mathematics and English.
Level 4 Diploma in Financial Planning.
Strong IT skills including Microsoft Office, Excel and financial software.
Excellent telephone manner with a strong focus on customer service.Salary & Benefits:
Salary will be circa 50k depending on experience.
A fantastic benefits package including -
4 day working week.
28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week).
1 week off for Christmas, not taken from your annual leave entitlement.
Company pension scheme (after 3 months).
Private Medical Insurance (after 12 months).
Summer & Christmas bonus based on company performance.
Team away days and social events throughout the year.
Supporting, friendly team with opportunities to progressBefore You Apply
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Looking for your next career move? Join a top company hiring Financial Planner job near me in Cardiff! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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