Financial Planner in City

Focus Resourcing; City; On-site; GBP 50,000; Full time

Job summary

A leading financial management company in Cardiff seeks a Financial Planner to provide expert advice on mortgages, investments, and private pensions. The role involves conducting financial reviews and developing strategies for clients based on their individual needs. The company offers a competitive salary with a supportive workplace culture and opportunities for career advancement.

Benefits

4 day working week

28 days holiday + bank holidays

1 week off for Christmas included

Company pension scheme

Private Medical Insurance

Summer & Christmas bonus

Team away days and social events

Qualifications

• Proven experience in financial planning & client service environment.
• Ability to work under own initiative with excellent attention to detail.
• Proven experience delivering client financial advice.

Responsibilities

• Conduct in-depth reviews of clients' financial circumstances and future aims.
• Assess client's attitude to risk and design suitable financial strategies.
• Develop new client opportunities via referrals and networking.

Skills

Attention to detail

Customer service

Analytical skills

Communication

Education

Level 4 Diploma in Financial Planning

GCSEs Grades (A-C/1-3) 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.