Experienced Financial Planner - Cardiff

  • UNIQ Family Wealth
  • Cardiff, UK
  • 15/07/2020
Full time Financial Planner

Job Description

• Please mention Financial Planning Jobs when applying for this role • 

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

• Please mention Financial Planning Jobs when applying for this role •