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Financial Adviser

2 months ago

Cardiff, Cardiff, United Kingdom Ortus PSR Full time
Our client is looking for an experienced Financial Planner to join their Independent Financial Adviser company in Cardiff
You will be joining multi-office IFA firm that is client-centric and also offers a 4 day working week.

Salary for a Financial Planner is up to £50,000 + Annual Bonus

The key responsibilities of the role are as follows:
  • Assessing individual clients' financial circumstances, current provisions and future goals.
  • Analysing information and recommending fitting Financial Plans.
  • Assessing clients' attitude to risk and capacity for loss.
  • Working with the Professional Support team to review cashflow forecasts and recommendation reports.
  • Designing financial strategies.
  • Introducing clients to the firms Financial Planning and Investment Philosophy.
  • Liaising with financial services providers to stay up to date on market trends.
  • Developing new client opportunities.
  • Meeting regulatory requirements for disclosure, cost of services provided and costs of advised products.
  • Maintaining up to date qualifications.
  • Acting with integrity, honesty, and professionalism.
    We are looking for a candidate with experience in financial advice who is comfortable working independently and with colleagues.

    Must hold level 4 Diploma

    If this position sounds right for you, don't wait. Apply now and join our client's team