Financial Planner - Cardiff, United Kingdom - Fram Search

Fram Search
Fram Search
Verified Company
Cardiff, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
4-Day working week with no reduction in salary, working hours Mon-Thurs 9am-5pm.

  • Have strong communication, IT and presentation skills.


Our client is a reputable Financial Planning firm based in Cardiff, dedicated to delivering comprehensive and personalised advice to their clients.

They offer a 4-Day working week with no reduction in salary, working hours Mon-Thurs 9am-5pm.

Due to growth and internal movement, they are seeking an experienced Financial Planner to take over an existing book of clients.


The role is to provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives.

As an experienced planner you will offer expert advice on suitable mortgages, investments, insurance, tax and private pensions and create a valuable financial plan for a client.


Responsibilities:


  • To adopt the firm process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses.
  • To conduct indepth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances.
  • Analysing information and presenting Financial Plans best suited to individual clients' requirements.
  • Assessing clients' attitude to risk and capacity for loss using firm's risk assessment tool of choice.
  • Design financial strategies.
  • Assisting clients to make informed decisions and educate them on the firm's Financial Planning and Investment Philosophy.
  • Liaising with financial services providers to keep up to date on solutions in the marketplace.
  • Reviewing Cashflow Forecasts and recommendation reports prepared by the Professional Support team.
  • Developing 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 eg requirements for disclosure, costs of the services provided and costs the advised products.
  • Maintaining professional qualifications eg ongoing assessments and structured Continuous Professional Development.
  • Delivering all of the above with integrity, honesty, and professionalism.
More jobs from Fram Search
See all jobs of Fram Search