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Financial Planner

  • Location:


  • Sector:

    Financial Services & Insurance

  • Job type:


  • Salary:

    Salary up to £55k, DOE

  • Contact:

    St David Recruitment Services

  • Contact email:

  • Contact phone:


  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Startdate:


​Financial Planner (Cardiff)


Up to £55k per annum DOE (must be willing to work towards Certified Financial Planner)

Permanent, Full time


Brief description of role and responsibilities:

Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client.

Specific duties and responsibilities:

• To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances

• Analyse information and present Financial Plans best suited to individual clients' requirements

• Assess client’s attitude to risk and capacity for loss using UNIQ Family Wealth’s risk assessment tool of choice

• Design financial strategies

• Assisting clients to make informed decisions and educate them on Financial Planning and Investment Philosophy

• Liaise with financial services providers to keep up to date on solutions in the market place

• Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team • Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.

• Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products;

• Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development;

• Deliver all of the above with integrity, honesty and professionalism.

Qualifications and experience required :

•Level 4 Diploma 5 years’ experience within a client service environment

•5 years’ experience in delivering client advice

•Good communication and computer literacy skills required

•Good presentation skills