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- Tasks: Support clients with lifestyle planning and ongoing financial guidance.
- Company: A growing advisory firm with a strong focus on financial planning.
- Benefits: Competitive salary, bonuses, flexible working, and comprehensive support.
- Other info: Ideal for ambitious individuals seeking stability and growth in their financial advisory career.
- Why this job: Kickstart your career in finance with clear progression and a supportive environment.
- Qualifications: Level 4 Diploma in Financial Planning and experience in client reviews.
The predicted salary is between 45000 - 45000 £ per year.
This Desk Based Financial Planner job offers an exciting opportunity to join a growing, planning led advisory firm with offices in Cardiff, supporting a large portfolio of clients through lifestyle planning and ongoing financial guidance. An excellent opportunity for a Financial Adviser early in their career with ambition and long term aspirations.
As a Desk Based Financial Planner, you will work with an established portfolio of up to 300 clients, typically with investable assets between £50,000 and £200,000. The focus of the role is lifestyle planning, financial coaching and ongoing client support, rather than complex case structuring or transactional advice. You will deliver structured reviews, help clients understand their financial position, and guide them through planning decisions over time. Investment solutions are aligned to broader financial plans, supported by robust processes, technology and specialist back office teams.
This Desk Based Financial Planner job is designed as a career pathway role. For the right individual, there is clear progression into a higher earning, field based Financial Planner position over time, with increased client complexity and responsibility. The role can be carried out from their Cardiff office and from home, offering flexibility and a strong work life balance. This Desk Based Financial Planner job will suit someone with curiosity and ambition who wants to build strong planning foundations in a supportive environment.
Desk Based Financial Planner Requirements- Essential Level 4 Diploma in Financial Planning or equivalent
- Experience working within an IFA or wealth management environment
- Exposure to client reviews or ongoing advice processes
- Desirable 1 to 3 years adviser experience
- Interest in lifestyle planning and financial coaching
A national financial planning business with a strong planning first philosophy, modern infrastructure and a clear commitment to adviser development and long term career pathways.
Desk Based Financial Planner Benefits- Salary circa £45,000 plus bonus
- Likely Q3 start date
- Structured progression towards field based advisory roles
- Flexible working with remote and office based options
- Full paraplanning and administrative support
- Modern systems and streamlined processes
- Company benefits including private medical cover, life assurance and income protection
- 28 days holiday plus bank holidays
If you are a developing adviser looking for a Desk Based Financial Planner job that offers progression, stability and proper financial planning, apply now to be considered.
Locations
Desk Based Financial Advisor in Cardiff, Wales employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Desk Based Financial Advisor in Cardiff, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to lifestyle planning and client support. We recommend role-playing with a friend or mentor to build your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for financial coaching during interviews. Share examples of how you've helped clients understand their financial positions or made a positive impact in previous roles. This will set you apart from other candidates!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and eager to join our supportive environment.
We think you need these skills to ace Desk Based Financial Advisor in Cardiff, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Desk Based Financial Planner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience in client reviews or financial coaching.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your curiosity and ambition, and explain why you’re excited about the opportunity to work with a growing advisory firm like us. Make it personal and engaging!
Showcase Your Client-Focused Approach: Since this role is all about lifestyle planning and ongoing support, be sure to demonstrate your understanding of client needs and how you can help them achieve their financial goals. Share examples from your past experiences!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being considered. It’s quick and easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around lifestyle planning and client support. Be ready to discuss how you would approach client reviews and ongoing advice processes, as this is key for the role.
✨Show Your Curiosity
This position values curiosity and ambition, so come prepared with questions about the company’s philosophy and how they support adviser development. It shows you're genuinely interested in growing within the firm.
✨Demonstrate Your Client-Centric Approach
Be ready to share examples of how you've supported clients in the past. Highlight your experience in building relationships and guiding clients through their financial decisions, as this aligns perfectly with the job's focus.
✨Emphasise Flexibility and Work-Life Balance
Since the role offers flexible working options, mention how you manage your time effectively between remote and office work. This will show that you can adapt to different working environments while maintaining productivity.