Brook Street are working with a highly reputable company who are looking to add to their Financial Services team with an additional IFA. This role is offering a list of benefits, encouraging working environment with flexible working and competitive salary.
Role Overview
* Provide tailored investment and financial planning advice to high-net-worth individuals.
* Retain and nurture existing client relationships, ensuring ongoing satisfaction and trust.
* Convert referrals from internal departments (private client, corporate, serious injury) and external sources into new business opportunities.
* Proactively develop your client base through networking and business development activities.
* Travel to meet clients, primarily within an hour of the office, with occasional national travel.
Key Responsibilities
* Conduct in-depth reviews of clients' financial circumstances, goals, and existing provisions.
* Develop and present comprehensive financial plans covering pensions, investments, tax planning, insurance, estate planning, trusts, and inheritance tax mitigation.
* Maintain up-to-date knowledge of FCA regulations and financial legislation, ensuring all advice is compliant and in the client's best interest.
* Prepare risk analyses, financial reports, and recommendations tailored to individual client needs.
* Build and maintain strong, trust-based relationships with clients, acting with the highest ethical standards at all times.
* Engage in ongoing professional development and maintain required certifications.
Requirements
* Level 4 Diploma in Financial Planning (e.g., DipPFS via CII or equivalent through LIBF)
* Statement of Professional Standing (SPS), renewed annually with evidence of ongoing CPD (minimum 35 hours per year)
* FCA authorisation (either individually or under a regulated firm)
* Demonstrable experience advising high-net-worth clients
* Strong technical financial knowledge and analytical skills
* Excellent communication skills, with the ability to explain complex concepts clearly
Benefits
* 25 days holiday plus bank holidays
* Two Corporate Social days
* Birthday day off
* Death in service cover (2x annual salary)
* Auto-enrolment pension scheme
* Hybrid working model
* Employee Assistance Programme
* Discounts at local businesses
Apply now or contact Luke at Brook Street Cardiff
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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