This directly authorised, award winning firm of Financial Planners are looking for a new adviser to join the firm. They offer tailored financial advice to families and businesses across London, Southwest and Wales.
People are at the heart of financial planning and with this in mind they offer a competitive package of staff benefits to including working a 4 day week but being paid for 5 days!
Responsibilities
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.
Design financial strategies whilst assisting clients to make informed decisions.
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 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, ongoing assessments, and structured Continuous Professional Development
Always demonstrating integrity, honesty, and highest level of professionalism.
Qualifications and experience
Level 4 Diploma in Financial Planning.
5 years' experience within a client service environment.
5 years' experience in delivering client advice.
Outstanding communication and presentation skills.
Competent using I.T systems
Benefits
4 Day Week, no condensed hours for full-time pay
Working hours Mon-Thurs 9am-5pm (30minutes for lunch)
Free Parking outside the office
Discretionary bonus
Company Pension Scheme
Annual Team Away Days
Summer Socials
Annual Client Event
End of Year party
PMI after 12 months service
Support with qualifications
Training and support to help you be the best you can be
Financial Planner, Cardiff (CW-1934)
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