Experienced Financial Planner - Cardiff - £35k-£50k + Bonus

£35,000 - £50,000 yearly
  • UNIQ Family Wealth
  • Cardiff, UK
  • 09/10/2018
Full time Financial Planner

Job Description

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