Financial Planner

Focus Resourcing; Cardiff; Hybrid; GBP 42,000 - 50,000; Full time

Job summary

A reputable financial management firm in Cardiff is looking for a Financial Planner to provide expert advice on mortgages, investments, and pensions. The role includes reviewing clients' financial circumstances and developing personalized strategies. Candidates should have a Level 4 Diploma in Financial Planning and a strong client service background. This position offers a competitive salary around £50,000 and valuable benefits including a 4-day work week.

Benefits

4-day working week

28 days vacation plus bank holiday

Company pension scheme

Private Medical Insurance

Summer & Christmas bonuses

Team events and support for progression

Qualifications

• Experience in financial planning and client service.
• Proven ability to deliver financial advice.
• Strong focus on customer service and communication.

Responsibilities

• Conduct in-depth reviews of clients' financial circumstances.
• Analyse information to present tailored Financial Plans.
• Develop client opportunities through networking.

Skills

Client financial advice delivery

Attention to detail

Strong IT skills

Excellent telephone manner

Education

Level 4 Diploma in Financial Planning

GCSEs in Mathematics and English

Tools

Microsoft Office

Financial software

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 progress.