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.
Provide tailored investment and financial planning advice to high-net-worth individuals.
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.
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.
Engage in ongoing professional development and maintain required certifications.
Level 4 Diploma in Financial Planning (e.g., Demonstrable experience advising high-net-worth clients
Strong technical financial knowledge and analytical skills
25 days holiday plus bank holidays
~ Birthday day off
~ Auto-enrolment pension scheme
~ Hybrid working model
~ Employee Assistance Programme
~ Discounts at local businesses
Apply now or contact Luke at Brook Street Cardiff