Job Description
This Desk Based Financial Planner job offers an exciting opportunity to join a growing, planning led advisory firm with offices in Cardiff, supporting a large portfolio of clients through lifestyle planning and ongoing financial guidance. An n excellent opportunity for a Financial Adviser early in their career with ambition and long term aspirations.As a Desk Based Financial Planner, you will work with an established portfolio of up to 300 clients, typically with investable assets between £50,000 and £200,000. The focus of the role is lifestyle planning, financial coaching and ongoing client support, rather than complex case structuring or transactional advice.You will deliver structured reviews, help clients understand their financial position, and guide them through planning decisions over time.
Investment solutions are aligned to broader financial plans, supported by robust processes, technology and specialist back office teams. This Desk Based Financial Planner job is designed as a career pathway role. For the right individual, there is clear progression into a higher earning, field based Financial Planner position over time, with increased client complexity and responsibility.T he role can be carried out from their Cardiff office and from home, offering flexibility and a strong work life balance.
This Desk Based Financial Planner job will suit someone with curiosity and ambition who wants to build strong planning foundations in a supportive environment.Desk Based Financial Planner Requirements Essential Level 4 Diploma in Financial Planning or equivalentExperience working within an IFA or wealth management environmentExposure to client reviews or ongoing advice processesDesirable 1 to 3 years adviser experienceInterest in lifestyle planning and financial coachingThe Company A national financial planning business with a strong planning first philosophy, modern infrastructure and a clear commitment to adviser development and long term career pathways. Desk Based Financial Planner Benefits Salary circa £45,000 plus bonusLikely Q3 start dateStructured progression towards field based advisory rolesFlexible working with remote and office based optionsFull paraplanning and administrative supportModern systems and streamlined processesCompany benefits including private medical cover, life assurance and income protection28 days holiday plus bank holidaysLocation Cardiff or commutable surrounding areas If you are a developing adviser looking for a Desk Based Financial Planner job that offers progression, stability and proper financial planning, apply now to be considered.Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.TPBN1_UKTJ