Chartered Financial Planner

ZipRecruiter; Cardiff; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading financial planning firm seeks an experienced Chartered Financial Planner to deliver high-quality advice to HNW and UHNW clients. The role focuses on client-centric strategies and portfolio management within a reputable firm offering professional development and hybrid working options.

Benefits

Competitive salary and benefits package

Hybrid working options

Opportunities for professional and personal development

Career advancement within a supportive environment

Responsibilities

• Provide expert advice on pensions, investments, and general financial planning tailored to clients.
• Develop and implement tailored financial plans and monitor investment strategies.
• Build and maintain strong client relationships, adapting plans to changes.

Skills

Client-Centric Financial Advice

Portfolio Management

Client Relationship Development

Market & Product Research

Business Development

Job description

Job Description

Chartered Financial Planner

Our client, an established and forward-thinking financial planning firm based in Sheffield is looking to expand its team with the addition of an experienced and Financial Planner, to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients

Key Responsibilities include:

• Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
• Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
• Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
• Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
• Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
• Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections

In return they offer

• Competitive salary and benefits package
• Hybrid working options
• Opportunities for professional and personal development and career advancement within a supportive environment

This is an exceptional opportunity for an experienced Financial Planner to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery