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- Tasks: Support clients with lifestyle planning and ongoing financial guidance.
- Company: Join a growing advisory firm with a strong planning-first philosophy.
- Benefits: Competitive salary, bonuses, flexible working, and comprehensive support.
- Other info: Enjoy a supportive environment with modern systems and excellent work-life balance.
- Why this job: Build your career in financial planning with clear progression opportunities.
- 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
- 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
Cardiff or commutable surrounding areas
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.
Desk Based Financial Advisor in Cardiff 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that Desk Based Financial Planner role.
✨Tip Number 2
Practice your pitch! You never know when an opportunity might arise, so be ready to explain why you're the perfect fit for the job. Highlight your experience with client reviews and your passion for lifestyle planning.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a leg up. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Desk Based Financial Advisor in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match 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 Focus: Since this role is all about lifestyle planning and ongoing support, be sure to include examples of how you've successfully engaged with clients in the past. We want to see your passion for helping others achieve their financial goals.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. 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 Planning Basics
Brush up on your knowledge of lifestyle planning and financial coaching. Be ready to discuss how you can help clients understand their financial positions and guide them through planning decisions. This shows your commitment to the role and your understanding of what it entails.
✨Showcase Your Client Management Skills
Prepare examples from your past experiences where you've successfully managed client relationships or conducted reviews. Highlight your ability to support clients over time, as this is a key aspect of the Desk Based Financial Planner role.
✨Demonstrate Your Curiosity and Ambition
Express your eagerness to learn and grow within the company. Discuss your long-term aspirations and how you see yourself progressing into a field-based advisory role. This will resonate well with the firm's focus on career pathways.
✨Familiarise Yourself with Their Processes
Research the company's modern systems and streamlined processes. Being knowledgeable about their infrastructure will not only impress your interviewers but also show that you're proactive and genuinely interested in how they operate.