Financial Planner

Job Description

We are seeking a proactive Financial Planner to join our team in Cardiff. The successful candidate will be responsible for developing financial plans tailored to clients’ needs, ensuring they achieve their financial objectives through effective investment strategies and risk management.

Responsibilities

• Evaluate clients’ financial needs and objectives.
• Prepare detailed financial plans that incorporate savings, investments, taxes, and insurance.
• Provide expert advice on risk management and financial products.
• Track client portfolio performance and provide regular updates.
• Develop client acquisition strategies and establish referral networks.
• Attend industry conferences to stay updated on market trends.

Requirements

Education

• Bachelor's degree in Finance or Business Administration
• Certifications in financial planning or wealth management preferred

Experience

• 5+ years of relevant experience in wealth management

Technical Skills

• Risk Management
• Taxation

Soft Skills

• Strategic Planning
• Negotiation Skills

Certifications

• Registered Financial Consultant (RFC)
• Financial Risk Manager (FRM)

Languages

• English: Fluent

Advantageous

• Proficient in financial modelling: Strong skills in financial modelling for projections and analysis.
• Experience with client presentations: Ability to create and deliver effective presentations to clients.

Benefits

• Attractive salary package including bonuses
• Health, dental, and vision coverage
• Support for professional certifications and training
• Work-life balance initiatives

Company Culture

• Integrity: We uphold the highest standards of integrity in our dealings, building trust with our clients.
• Continuous Improvement: We are committed to continuous improvement and professional growth.
• Diversity and Inclusion: We celebrate diversity and are dedicated to an inclusive workplace culture.