Financial Planner

Job Description

We are seeking a skilled Financial Planner to join our dynamic team in Cardiff. The ideal candidate will possess a robust understanding of financial markets, along with exceptional interpersonal skills to build strong client relationships. In this role, you will provide tailored financial advice, helping clients navigate their financial journeys and achieve their aspirations.

Responsibilities

• Assess client portfolios and recommend adjustments to improve performance.
• Monitor and report on the performance of clients' investments.
• Ensure documentation is completed accurately and efficiently.
• Engage in networking events to attract potential clients.
• Work closely with colleagues to enhance financial products offered.
• Provide insights on market trends and economic factors influencing investments.
• Conduct client satisfaction surveys to improve services.
• Mentor junior financial staff to develop their skills.

Requirements

Education

• Master’s in Finance or Business Administration is preferred
• Financial Planning certification (e.g., CFP) required

Experience

• 5+ years of direct experience in client-facing financial planning roles

Technical Skills

• Wealth Management
• Retirement Planning

Soft Skills

• Negotiation
• Analytical Skills

Certifications

• Certified Financial Planner (CFP)
• Chartered Insurance Institute (CII) certification preferred

Languages

• English: Fluent

Advantageous

• Proven ability to generate leads: Experience in creating and managing marketing strategies to attract new clients.
• Advanced financial software skills: Proficient in financial analysis software and reporting tools.

Benefits

• Health insurance coverage
• Flexible working hours
• Support for ongoing professional qualifications
• Bonus opportunities based on personal and company performance

Company Culture

• Continuous Improvement: We are committed to personal and professional growth, providing training and mentorship opportunities.
• Inclusivity: We celebrate diversity and strive to create an inclusive workplace for all employees.
• Work-Life Balance: We promote a healthy work-life balance, encouraging employees to take time off when needed.