Financial Planner – Cardiff
Salary
35,000 - 50,000 (dependent on experience)
Location
Cardiff
Job Type
Full Time
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Our client is an established financial services firm based in Cardiff where they have an experienced team of independent Financial Planners supporting their clients to make the most of their wealth via intelligent investment, retirement, mortgage and tax thinking.
They are seeking to employ a Financial Planner to provide their clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives.
This is a busy practice who offer professional support to their clients to make the most of their wealth. Within your role your main duties will involve:
- Conduct in-depth reviews of clients’ financial circumstances.
- Analyse information and present Financial Plans best suited to individual clients’ requirements.
- Design financial strategies.
- Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.
- Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development.
- Deliver all of the above with integrity, honesty and professionalism.