Financial Adviser

Recruit UK; Gloucester; Remote; GBP 70,000 - 80,000; Full time

Benefits offered by this job

30 days holiday +/- 5 days

Private medical insurance

Life insurance

Medical screening

20% bonus

Job summary

A leading national wealth management firm is seeking a Financial Planner in the South Wales region. This role involves delivering holistic financial advice and managing a portfolio of clients. With a competitive salary of £70-80,000 and 20% bonus, the position supports fully remote work while requiring travel for client meetings. Candidates should have strong experience in providing financial advice, a Level 4 Diploma in Financial Planning, and be proficient with cashflow modelling tools.

Qualifications

• Strong experience providing holistic financial advice.
• Experience conducting client meetings.
• Confident in using cashflow modelling tools.

Responsibilities

• Deliver holistic financial advice through face to face and virtual meetings.
• Build and maintain long term relationships.
• Manage a designated portfolio of clients.

Skills

Holistic financial advice

Client meetings

Cashflow modelling tools

Education

Level 4 Diploma in Financial Planning

Job description

Recruit UK are working alongside a leading national wealth management firm, looking to bring on a Financial Planner in the South Wales region.

This organisation is committed to improving the way financial advice is offered, ensuring its more accessible, affordable and impactful on more people. You’ll play a vital role in guiding client to make informed financial decisions, combining your technical expertise, professional knowledge and ongoing support. Clients are provided for this role, meaning your time and energy will be put into servicing and supporting existing relationships.

Duties:

• Deliver holistic financial advice through face to face and virtual meetings
• Build and maintain long term relationships
• Use cashflow modelling and financial planning tools
• Proactively develop new business through business strong relationships with new clients
• Manage a designated portfolio of clients, identifying ongoing needs
• Competitive salary of £70-80,000
• 20% bonus
• Fully remote working, with travel to client meetings across Cardiff
• 30 days holiday +/- 5 days
• Private medical insurance, life insurance and medical screening

Skills and experience required:

• Strong experience providing holistic financial advice
• Level 4 Diploma in Financial Planning minimum
• Skilled in conducting client meetings
• Confident in using cashflow modelling tools