Financial Services Consultant

4 weeks ago


Cardiff, Cardiff, United Kingdom Brook Street NMR Full time
About the Role

We are seeking a skilled Financial Services Consultant to join our IFA team. The ideal candidate will have a minimum of two years' experience in the financial services industry and hold or be studying towards a relevant Diploma level qualification.

Key Responsibilities
  • Produce high-quality reports outlining recommendations and their suitability for clients.
  • Build and maintain strong relationships with key stakeholders, including colleagues and external partners.
  • Conduct thorough research on investment strategies to ensure alignment with client needs.
  • Implement and uphold service standards to meet client expectations.
  • Apply sales process, suitability letter requirements, and regulatory standards set by the FCA and SRA in daily work.
  • Analyse complex financial information, perform calculations, and generate strategy reports.
  • Provide timely management information to various business areas.
  • Maintain adherence to the regulator's Fit & Proper standards.
Benefits and Perks
  • 25 days holiday plus bank holidays, allowing for a healthy work-life balance.
  • Two additional days dedicated to community service, giving back to the community.
  • Birthday off each year, celebrating personal milestones.
  • Death in service benefit equivalent to twice annual salary, providing peace of mind.
  • Auto-enrolment into pension plan, ensuring long-term financial security.
  • Hybrid working options available, offering flexibility.
  • Access to Employee Assistance Programme for personal support.
  • Discounts from local businesses, enhancing quality of life.
  • Professional fees covered (subject to role requirements).
  • Participation in employee recruitment incentive scheme, driving career growth.


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