A fantastic opportunity to join an established Financial Management company in Cardiff as a Financial Planner on a permanent basis.
In this key role, you will provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives - offering expert advice on mortgages, investments, insurance, tax and private pensions.
Location: On the outskirts of Cardiff. Due to location, you will need to be a driver.
Hours: Our client run a 4 day working week, working Monday to Thursday, 9am-5pm (no condensed hours or reduction in salary!)
What you'll be doing:
* Conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances.
* Analyse information and present Financial Plans best suited to individual clients' requirements.
* Assess client's attitude to risk and capacity for loss, and design suitable financial strategies.
* Liaise with financial services providers to keep up to date on solutions in the marketplace.
* Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team
* Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.
What we're looking for:
* Proven experience working within a financial planning & client service environment.
* Proven experience of delivering client financial advice.
* Ability to work efficiently under own initiative with excellent attention to detail.
* GCSEs Grades (A-C/1-3) in Mathematics and English.
* Level 4 Diploma in Financial Planning.
* Strong IT skills including Microsoft Office, Excel and financial software.
* Excellent telephone manner with a strong focus on customer service.
Salary & Benefits:
Salary will be circa 50k depending on experience.
A fantastic benefits package including -
* 4 day working week.
* 28 days holiday per year plus bank holiday (reduced by 20% due to 4 day week).
* 1 week off for Christmas, not taken from your annual leave entitlement.
* Company pension scheme (after 3 months).
* Private Medical Insurance (after 12 months).
* Summer & Christmas bonus based on company performance.
* Team away days and social events throughout the year.
* Supporting, friendly team with opportunities to progress.
JBRP1_UKTJ