Senior Financial Planner: Client-Focused Wealth Advice

Cavendish Maine; Wales; On-site; GBP 60,000 - 80,000; Full time

Job summary

A growing Financial Planning firm in South Wales is seeking an experienced Advisor to service an existing client bank. You will provide regulated financial advice on investments, pensions, protection, and tax planning while conducting thorough client reviews. The successful candidate will be diploma qualified and possess strong technical knowledge of Financial Planning. The role offers a salary range of £60k to £80k depending on experience, along with bonus and extensive company benefits.

Benefits

Car Allowance

Extensive Company Benefits

Qualifications

• Strong technical knowledge across all aspects of Financial Planning.

Responsibilities

• Provide regulated financial advice across investments, pensions, protection, and tax planning.
• Conduct thorough reviews of clients’ financial circumstances, needs, and objectives.
• Research and recommend suitable products and solutions.
• Prepare and present clear, personalised financial plans.
• Contribute to business growth by identifying new opportunities.

Skills

IT literate

Excellent relationship building skills

Pro-active with a desire to provide the best possible service

Education

Diploma qualified Advisor

Job description

A growing Financial Planning firm in South Wales is seeking an experienced Advisor to service an existing client bank. You will provide regulated financial advice on investments, pensions, protection, and tax planning while conducting thorough client reviews. The successful candidate will be diploma qualified and possess strong technical knowledge of Financial Planning. The role offers a salary range of £60k to £80k depending on experience, along with bonus and extensive company benefits.