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An established and forward-thinking financial planning firm based in Cardiff is looking to expand its team with the addition of an experienced and qualified Financial Advisor. This is an exciting opportunity to join a supportive and professional environment, delivering high-quality advice and bespoke solutions to a diverse client base.
Key Responsibilities
- Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
- Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
- Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
- Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
- Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
- Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections.
What We’re Looking For
- Minimum of 1 years’ experience as an Advisor, delivering high-quality, compliant advice.
- Level 4 qualification in Financial Planning or working towards. (Or equivalent).
- Strong knowledge of pensions, investments, and general financial planning principles.
- Proven ability to build trust with clients and deliver tailored advice that addresses their unique needs.
- Excellent communication and interpersonal skills, with a strong focus on client satisfaction.
In return they offer:
- Competitive salary that is negotiable dependent on experience.
- Hybrid working options after an initial settling-in period.
- Opportunities for professional development and career advancement within a supportive environment.
- Comprehensive benefits package, including a workplace pension scheme.
- A modern and welcoming office environment located in Sheffield.
This is an exceptional opportunity for an experienced Financial Advisor to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery.
