
Financial Planning Expert
3 weeks ago
Recruit UK is excited to present a fantastic opportunity for an individual to join one of the UK's leading and rapidly growing financial advice firms in Cardiff. This role will provide valuable experience within the financial planning industry, including working directly with clients to guide them in making informed decisions about their finances.
To be successful in this position, you must hold a Level 4 Diploma in Financial Planning and have prior experience in the financial services sector.
The ideal candidate will possess strong communication skills, a solid understanding of FCA regulations, and the ability to effectively manage client relationships.
Key Responsibilities:
- Manage client diaries to schedule meetings
- Prepare for client meetings to ensure a thorough understanding before meeting with clients
- Maintain a solid understanding of FCA regulations
- Liaise with clients and provide exceptional service
- Perform any follow-up tasks as required
What We Offer:
- A competitive salary up to £38,000
- A comprehensive benefits package
- An excellent bonus structure
- A career progression framework
- Comprehensive training
Requirements:
- Level 4 Diploma in Financial Planning
- Experience in the financial services sector
- Ability to communicate effectively over the phone
- Strong motivation and work ethic
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