Financial Advisor

4 weeks ago


Cardiff, United Kingdom Churchill Executive Full time
Job Title

Financial Planner

About the Role

Churchill Executive is seeking a skilled Financial Planner to join our team of professionals. As a Financial Planner, you will be responsible for providing clients with expert advice on financial planning and investment strategies.

Key Responsibilities
  • Conduct in-depth reviews of clients' financial circumstances and create tailored financial plans.
  • Analyse information and present recommendations to clients.
  • Assess clients' attitude to risk and capacity for loss.
  • Design financial strategies to meet clients' objectives.
  • Liaise with financial services providers to stay up-to-date on market solutions.
  • Review cashflow forecasts and recommendation reports.
  • Develop new client opportunities through referrals and professional connections.
  • Meet regulatory requirements and maintain professional qualifications.
Requirements
  • Level 4 Diploma
  • 5 years' experience in a client service environment
  • 5 years' experience delivering client advice
  • Good communication and computer literacy skills

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