Financial Planner
Cardiff
£50, 000 - DOE
Fulltime, permanent
Monday – Thursday 9am-5pm
A four day week, no condensed hours!
We are currently recruiting on behalf of a highly regarded financial planning firm that is looking to expand its team with an experienced and client-focused Financial Planner. This is an exciting opportunity for a professional who is passionate about helping individuals, families, and family businesses achieve their financial goals through tailored advice and comprehensive planning.
Qualifications & Experience:
- Minimum Level 4 Diploma in Regulated Financial Planning (or equivalent).
- At least 5 years’ experience in a client-facing financial services role.
- Proven track record of delivering financial advice to a broad client base.
- Strong communication, interpersonal, and presentation skills.
- Proficient in using financial planning software and Microsoft Office.
Key Responsibilities:
- Deliver holistic financial planning advice using a structured 6-step process.
- Conduct detailed reviews of clients’ financial situations and objectives.
- Develop and present tailored financial plans across pensions, investments, protection, and tax.
- Assess clients’ risk profiles and recommend appropriate strategies.
- Educate clients on financial decisions and planning principles.
- Collaborate with providers and internal teams to implement and review plans.
- Build strong client relationships and contribute to business development.
- Ensure compliance with all regulatory and professional standards.
Additional Benefits:
- 4 day week!
- 28 days annual leave plus 8 statutory bank holidays (this will decrease by 20% if the 4 day week is made permanent after the trial)
- A week off between Christmas & New Year, every year – without eating into your allowance
- Company Pension Scheme after 3 months
- Private Medical Insurance after 12 months service
- Free parking on site
- Summer and Christmas discretionary bonus (depending on company profitability
- and staff performance)
To Apply:
If you're an experienced Financial Planner seeking a new opportunity with a forward-thinking firm, please submit your CV or get in touch with Sian at Sian@autographrecruitment or call: 01291 606260 for a confidential discussion.