Financial Planner

3 Days Old

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 financia...
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Location:
Cardiff
Salary:
£50,000 - £55,000 /annum excellent benefits & career developm
Category:
Accounting & Finance

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