Senior Financial Strategist

6 days ago


Cardiff, Cardiff, United Kingdom Churchill Executive Full time
About Churchill Executive:

We're a respected wealth management firm dedicated to providing tailored financial planning and investment strategies to high-net-worth individuals and families. Our team of experts offers services such as retirement planning, estate planning, and investment management, ensuring personalized solutions that align with our clients' unique goals and values.

Role and Responsibilities:

A Financial Planner at Churchill Executive provides clients with expert advice and makes recommendations on ways to best utilize their assets to achieve their objectives. This involves offering tailored financial plans, analyzing information, and presenting strategies that cater to individual clients' requirements.

Key Responsibilities:
  • Adopt our 6-step Financial Planning process and provide advice to clients using the Financial Planning Standards Board (FPSB) guidelines.
  • Conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims based on their changing needs and circumstances.
  • Analyze information and present financial plans best suited to individual clients' requirements.
  • Assess clients' attitude to risk and capacity for loss using our risk assessment tool of choice.
  • Design financial strategies.
  • Assist clients in making informed decisions and educate them on our 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 our growth strategy.
  • 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.

Qualifications and Experience:
  • 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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