Financial Planner - £70k-£100k - Cardiff

£70,000 - £100,000 yearly
  • Recruit UK
  • Remote (Cardiff, UK)
  • 06/04/2021
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

• Please mention Financial Planning Today when applying for this role

Job Title: Financial Planner

Industry:  Financial Advice

Location: Cardiff

Salary: £70,000 – £100,000

Job Reference: 15234

Job Description:

Recruit UK are working on an exciting opportunity for a Financial Planner in Cardiff to join a Financial Planning company.

Our client is an award-winning, UK wide Financial Planning firm that specializes in holistic advice and investment management. Whilst they have offices across the UK, they are looking to develop their South Wales office.

They will be able to provide you with the tools you need to grow your own client base and expand your network to increase your portfolio. They will also provide you with full back-office support to ensure your time is used assisting clients to meet their financial needs.

Your key responsibilities include:

  • Plan, implement and execute Annual Business Plan
  • Build new client relationships
  • Achieve and maintain professional competence
  • To ensure all client are reviewed annually (at minimum)
  • Understanding the circumstances of your clients to ensure their financial objectives are met with minimum levels of risk
  • Work in partnership with the Investment Managers to develop client relationships

 

Benefits:

  • Highly competitive salary of up to £100,000
  • Discretionary bonus
  • Full back-office support
  • Clear progression
  • Dedicated Investment Manager to deliver bespoke advice to your clients

 

Skills and experience required of:

  • Diploma in Financial Planning, ideally Chartered or working towards
  • Proven ability to work with new and existing clients
  • Enjoy business development and strive to grow new relationships
  • Strong technical product knowledge and effective communication of wide-ranging products

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Cardiff on a Financial Planner role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.