1 jobs found in Cardiff

Job Title: Financial Planner Reporting to: Managing Director Brief description of role and responsibilities: Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client   Specific duties and responsibilities:   · To adopt UNIQ Family Wealth’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses. · To 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 using UNIQ Family Wealth’s risk assessment tool of choice · Design financial strategies · Assisting clients to make informed decisions and educate them on UNIQ’s Financial Planning and Investment Philosophy · Liaise with financial services providers to keep up to date on solutions in the market place · 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. Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products; Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development; Deliver all of the above with integrity, honesty and professionalism. Qualifications and experience required Level 4 Diploma 5 years’ experience within a client service environment 5 years’ experience in delivering client advice  Good communication and computer literacy skills required Good presentation skills