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We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates should be within a commutable distance of Cardiff.
With a well-established presence across the UK, the firm has experienced significant growth through strategic acquisitions. Their ongoing success has resulted in the creation of two new positions in their Cardiff office.
The ideal candidate will:
* Hold CAS – or be working towards it
* Have experience using Microsoft Word, Excel, and databases
* Desire to be a successful Financial Planner
Your role will include but will not be limited to:
* Managing a client base provided to you
* Generating new client inquiries and advice income from these
* Converting client leads
* Undertaking sales and marketing activities in line with regional and national plans
* Achieving or exceeding annual new business revenue targets
* Maintaining 'fit and proper' status through continuous professional development and suitable development opportunities
* Ensuring compliance with company policies, processes, and regulatory requirements in client advice and reports
* Using standard documentation approved by the company
* Maintaining technical and industry knowledge
* Delivering a positive client service experience to ensure appropriate outcomes and communication
* Responding promptly and keeping clients informed
* Developing relationships with external professionals to generate additional business opportunities
* Focusing on key business objectives
* Identifying personal training needs for consistent service quality
The successful candidate must be local to Cardiff and Level 4 Diploma qualified. If this role interests you and you'd like more information, please send your CV to [emailprotected]
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