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    Financial Planner - Cardiff

    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.

    Finance

    Cardiff

    997

     

    Finance

    Cardiff

    997

    Apply

    Contact Us

    77 High Street, Thornbury, Bristol, BS35 2AW

    samantha@autographrecruitment.co.uk

    01454 550888

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