Financial Planner

Job Description

We are on the lookout for a qualified Financial Planner to join our team in Swansea. This role involves developing tailored financial plans, providing investment advice, and maintaining excellent client relationships. The ideal candidate will have strong analytical skills and a passion for helping clients achieve their financial objectives.

Responsibilities

• Create personalized financial reports that summarize clients' financial positions.
• Present financial plans to clients and address any questions or concerns they may have.
• Utilize financial planning software to enhance client service delivery.
• Assist with marketing initiatives aimed at attracting new clients to the firm.

Requirements

Education

• Bachelor's degree in Finance or Economics
• Master's degree or professional certifications are advantageous

Experience

• Minimum of 4 years in a financial advisory role with a focus on client engagement

Technical Skills

• Financial Modelling
• Portfolio Management
• Risk Management

Soft Skills

• Client Relationship Management
• Time Management

Certifications

• Financial Risk Manager (FRM)
• Chartered Financial Analyst (CFA)

Languages

• English: Fluent

Advantageous

• Experience with client engagement strategies: Ability to implement marketing strategies to attract new clients.
• Previous experience in a client-facing role: Ideally comes from backgrounds such as sales or customer service.

Benefits

• Generous pension scheme with employer contributions
• Comprehensive health insurance package
• Annual leave and work-life balance initiatives
• Access to financial planning tools and resources

Company Culture

• Work-life Balance: We value our employees' time and encourage a healthy work-life balance.
• Continuous Improvement: Our team members are encouraged to pursue ongoing personal and professional development.
• Community Engagement: We actively participate in community outreach and support charitable initiatives.