Financial Planning Expert

3 weeks ago


Cardiff, Cardiff, United Kingdom Recruit UK | Certified B Corp™ Full time
About the Role

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


  • Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    We deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...


  • Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    Job Title: Financial Services ExpertWe are seeking a highly skilled Financial Services Expert to join our team at Quilter Financial Advisers. As a Financial Services Expert, you will play a crucial role in helping individuals make wise and profitable decisions to meet their financial goals.The ideal candidate will have proven experience as a financial...


  • Cardiff, Cardiff, United Kingdom CV-Library Full time

    Join Our TeamWe are looking for an experienced Financial Planning and Advisory Expert to join our team in Cardiff. As a key member of our financial advisory team, you will be responsible for providing expert advice to high net worth individuals.About the PositionThis is a full-time position with a competitive base salary of £39,000 plus bonus. You will have...

  • UK Financial Advisor

    2 months ago


    Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    As a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...


  • Cardiff, Cardiff, United Kingdom Focus Resourcing Group Full time

    Job SummaryWe are seeking an experienced Financial Advisor to join our team, supporting high net worth individuals. As a key member of our team, you will play a vital role in creating personalized plans and delivering exceptional results for clients.About the RoleThis challenging yet rewarding role involves meeting with clients to discuss their financial...


  • Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    Job Title: Advisory Financial ConsultantQuilter Financial Advisers is seeking an experienced Advisory Financial Consultant to join our team. As an Advisory Financial Consultant, you will work closely with clients to understand their financial needs and provide expert advice and guidance to help them achieve their goals.The ideal candidate will have a strong...

  • Quilter Academy

    2 months ago


    Cardiff, Wales, Cardiff County, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...


  • Cardiff, Cardiff, United Kingdom Sitka Recruitment Ltd Full time

    We are seeking a highly skilled FP&A Analyst to join our finance team on a temporary-to-permanent basis. Initially, the role will have a narrow scope, focusing on immediate priorities, but it will expand significantly in a permanent capacity.The ideal candidate will be proficient in financial analysis, forecasting, and data presentation, with a keen eye for...


  • Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full time

    In this rewarding role, you will provide exceptional administrative support to our clients and colleagues, ensuring seamless communication and efficient processes. If you have a passion for delivering high-quality services and are committed to excellence, we want to hear from you!About the TeamWe are a dynamic and innovative Wealth Management company,...


  • Cardiff, Cardiff, United Kingdom cer Financial Ltd Full time

    Financial Risk Officer Job Description We are seeking a skilled Financial Risk Officer to join our team at Cer Financial Ltd. In this role, you will be responsible for identifying, assessing, and mitigating financial risks across our organization.About the Role:The Financial Risk Officer will be responsible for:Developing and implementing comprehensive risk...


  • Cardiff, Cardiff, United Kingdom Sitka Recruitment Ltd Full time

    We are seeking a Strategic Financial Modeling Expert to join our finance team at Sitka Recruitment Ltd. As a key member of our team, you will be responsible for developing complex financial models, providing strategic planning support, and enhancing the presentation of financial information.">Key Responsibilities:Developing Complex ModelsDevelop and maintain...


  • Cardiff, Cardiff, United Kingdom Austin Fraser Full time

    About Austin Fraser:Austin Fraser is a leading recruitment agency with an innovative approach to talent acquisition. Our team of experts delivers high-quality solutions for clients across various industries.Job Overview:We are seeking an experienced FP&A Analyst to join our client's finance team in Cardiff. This role offers a unique opportunity to build your...


  • Cardiff, Cardiff, United Kingdom CV-Library Full time

    About the Role: We are seeking a highly skilled Academic Accounting Specialist to join our team as a Financial Planning expert. As a key member of our finance department, you will play a critical role in supporting the financial performance and strategic growth of our Autism, ADHD & Therapy Service. Reporting to the CFO, you will work closely with clinical...


  • Cardiff, Cardiff, United Kingdom SF Recruitment Full time

    Job TitleFinancial Management ExpertJob SummaryWe are seeking a highly skilled Financial Management Expert to join our team at SF Recruitment. The successful candidate will be responsible for leading the finance function, ensuring accurate financial reporting and analysis, and providing strategic insights to support business growth.Key...


  • Cardiff, Cardiff, United Kingdom Bowen Eldridge Recruitment Full time

    Are you a part-qualified accountant looking for a challenging role in a flexible professional environment?Bowen Eldridge Recruitment are seeking an Audit/Accounts Senior to join our team. As an ideal candidate, you should be looking to complete your professional exams and become qualified with full study support options available.The successful candidate...


  • Cardiff, Cardiff, United Kingdom Penguin Recruitment Ltd Full time

    We are seeking a talented Planning Consultant Expert to join our team at Penguin Recruitment Ltd in Cardiff. This exciting opportunity offers the chance to work on a range of high-profile projects, shaping the future of urban development across the region.The successful candidate will lead the planning process for residential, commercial, and mixed-use...


  • Cardiff, Cardiff, United Kingdom SF Recruitment (Birmingham) Full time

    Job Title: Financial Planning Manager£50,000-£55,000 per annumSF Recruitment (Birmingham) is seeking a talented and experienced Financial Planning Manager to join our team. This is an excellent opportunity for a qualified accountant to take on a key role in our finance function and contribute to the company's continued growth and success.The successful...


  • Cardiff, Cardiff, United Kingdom Women in Rail Full time

    We are seeking a highly skilled Financial Acumen Expert to join our Wales Route maintenance team. This pivotal role requires a candidate with exceptional financial acumen, the ability to make calm, rational decisions, and confidence in a boardroom setting.Key Responsibilities:Monitor route asset management plans to confirm that they are appropriate to...


  • Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    Our team at Quilter Financial Planning is seeking a highly skilled financial advisor to join our UK operations. As a key member of our team, you will be responsible for delivering exceptional financial planning services to clients across the UK, Scotland, and Northern Ireland.The Opportunity:You will work directly with clients to understand their financial...


  • Cardiff, Cardiff, United Kingdom Austin Fraser Full time

    Financial Services ExpertWe are seeking an experienced Financial Services Expert to join our team based in the Cardiff area. This is a fantastic opportunity for individuals to work with high net worth clients and help them achieve their financial goals.This position requires strong communication skills, attention to detail, and ability to negotiate better...