Financial Planner

4 months ago

Cardiff, United Kingdom Churchill Executive Full time

About the Employer:


Our client is a respected wealth management firm offering tailored financial planning and investment strategies. They specialise in working with high-net-worth individuals and families, providing services such as retirement planning, estate planning, and investment management. Their client-focused approach ensures personalised solutions that align with each client's unique goals and values


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 adopt our client's 6-step Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families, and family businesses.
  • To conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims based on their changing needs and circumstances.
  • Analyse information and present Financial Plans best suited to individual clients' requirements.
  • Assess clients' attitude to risk and capacity for loss using our client's risk assessment tool of choice.
  • Design financial strategies.
  • Assist clients in making informed decisions and educate them on our client's Financial Planning and Investment Philosophy.
  • Liaise with financial services providers to keep up to date on solutions in the market.
  • 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.
  • Meet the regulatory aspects of the role, e.g., requirements for disclosure, costs of the services provided, and costs of the advised products.
  • Maintain 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 are required Good presentation skills

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