Senior Financial Planning Specialist

2 days ago


Cardiff, Cardiff, United Kingdom Brook Street Full time
Job Title: Senior Financial Planning Specialist

We are seeking a highly skilled and experienced Senior Financial Planning Specialist to join our IFA team at Brook Street. This is an exciting opportunity for a motivated individual to contribute to the success of our clients and grow their career in a dynamic environment.

This role involves delivering high-quality client reports, conducting thorough research on investment funds, and applying sales process principles to ensure compliance with regulatory requirements.

The successful candidate will have a minimum of two years' experience in the financial services industry, with a solid understanding of the sector's dynamics and regulations. A competitive salary range of £35,000 - £45,000 per annum is offered, depending on experience.

In addition to a competitive salary, you will benefit from:

  • A minimum of 25 days holiday plus bank holidays, allowing for relaxation and rejuvenation.
  • Two additional days dedicated to community service, fostering social responsibility and teamwork.
  • Your birthday off each year, celebrating your special day with loved ones.
  • Auto-enrolment into our pension plan, supporting long-term financial security.
  • Hybrid working options available, balancing work-life flexibility with professional demands.
  • Access to an Employee Assistance Programme for personal support, promoting mental well-being and work-life balance.
  • Enjoy discounts from various local businesses, enhancing quality of life and economic benefits.


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