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- Tasks: Support clients with lifestyle planning and ongoing financial guidance.
- Company: Growing advisory firm with a strong focus on planning and development.
- Benefits: Competitive salary, bonuses, flexible working, and comprehensive support.
- Other info: Join a supportive team with excellent career growth opportunities.
- Why this job: Kickstart your career in finance with clear progression and impactful client relationships.
- Qualifications: Level 4 Diploma in Financial Planning and experience in IFA or wealth management.
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
Locations
Desk Based Financial Advisor in Newport, 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 Newport, 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 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 you'll get a chance to impress someone with your knowledge of lifestyle planning and financial coaching. Be ready to talk about your experience and how you can help clients achieve their financial goals.
✨Tip Number 3
Show off your skills! If you have any relevant certifications or training, make sure to highlight them in conversations. This will demonstrate your commitment to professional development and your readiness for the Desk Based Financial Planner position.
✨Tip Number 4
Apply through our website! We love seeing passionate candidates who are eager to join our team. Make sure to submit your application directly on our site to stand out and show us you're serious about this opportunity.
We think you need these skills to ace Desk Based Financial Advisor in Newport, Wales
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for financial planning and lifestyle coaching. Share any experiences or insights that highlight your curiosity and ambition in this field.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter to reflect the specific requirements of the Desk Based Financial Planner role. Highlight your Level 4 Diploma and any relevant experience in IFA or wealth management environments.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language to describe your skills and experiences, making it easy for us to see how you fit into our team and culture.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with StudySmarter.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around lifestyle planning and client reviews. Be ready to discuss how you would approach advising clients with investable assets between £50,000 and £200,000.
✨Show Your Curiosity
This role is all about curiosity and ambition. Prepare some thoughtful questions about the company’s approach to financial coaching and how they support their advisers. This shows you're genuinely interested in the role and eager to learn.
✨Highlight Your Experience
Even if you’re early in your career, be sure to talk about any relevant experience you have in an IFA or wealth management environment. Share specific examples of client interactions or advice processes you've been involved in.
✨Emphasise Flexibility and Work-Life Balance
Since this role offers flexible working options, be prepared to discuss how you manage your time effectively. Talk about your strategies for maintaining a healthy work-life balance while delivering excellent client support.