Our client is looking for an experienced Financial Planner to join their Independent Financial Adviser company in Cardiff
You will be joining multi-office IFA firm that is client-centric and also offers a 4 day working week.
Salary for a Financial Planner is up to £50,000 + Annual Bonus
The key responsibilities of the role are as follows:
- Assessing individual clients’ financial circumstances, current provisions and future goals.
- Analysing information and recommending fitting Financial Plans.
- Assessing clients’ attitude to risk and capacity for loss.
- Working with the Professional Support team to review cashflow forecasts and recommendation reports.
- Designing financial strategies.
- Introducing clients to the firms Financial Planning and Investment Philosophy.
- Liaising with financial services providers to stay up to date on market trends.
- Developing new client opportunities.
- Meeting regulatory requirements for disclosure, cost of services provided and costs of advised products.
- Maintaining up to date qualifications.
- Acting with integrity, honesty, and professionalism.
We are looking for a candidate with experience in financial advice who is comfortable working independently and with colleagues.
Must hold level 4 Diploma
If this position sounds right for you, don’t wait. Apply now and join our client’s team!