Financial Planner

Financial PlannerNot sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.Cardiff60k circaOur client is a well-established and respected wealth management company, proudly supporting a national team of over 100 expert Planners operating across the UK. Dedicated to helping individuals and families grow, protect, enjoy, and share their wealth, they deliver impartial, tailored advice through transparent, accessible, and cost-effective solutions.Whether clients are planning for retirement, buying their first home, or investing for the future, our clients mission is to provide support and guidance every step of the way.The Role:We are seeking an experienced Financial Planner to join this expanding business. In this FCA-regulated role, youll deliver high-quality, compliant, and client-focused advice while contributing to the firms continued growth through new asset generation and revenue development.Key Responsibilities:Deliver bespoke financial advice tailored to client goals, including retirement planning, investment management, and financial forecasting.Take responsibility for developing new business and expanding client portfolios.Ensure full compliance with FCA regulations and company standards.Maintain and develop your technical knowledge and professional skills, supporting your ongoing competence in the role.Build strong, lasting relationships with clients, providing guidance throughout their financial journey.What Were Looking For:Demonstrable experience as a Financial Planner/Advisor within a regulated environment.Strong practical application of technical knowledge, including pensions, investments, and tax planning.Degree educated and/or holding relevant professional qualifications (e.g. Level 4 Diploma in Financial Planning or equivalent).Focused on delivering an exceptional client experience.Proactive, ambitious, and driven by growth and success.Ready to Help Clients Shape Their Financial Future?If youre a qualified, experienced Financial Planner ready for your next challenge, wed love to hear from you.TPBN1_UKTJ

Created: 2025-07-17