At a Glance
- 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
- 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
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 Newport employer: Premier Jobs UK Limited
Join a dynamic and supportive financial planning firm in Cardiff, where your career as a Desk Based Financial Advisor can flourish. With a strong focus on lifestyle planning and client support, you will benefit from structured progression opportunities, flexible working arrangements, and comprehensive benefits including private medical cover and life assurance. This is an ideal environment for ambitious individuals seeking to build a rewarding career in financial advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Desk Based Financial Advisor in Newport
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream role.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their focus on lifestyle planning. We want you to show them you’re not just a fit on paper, but that you genuinely resonate with their mission and approach.
✨Tip Number 3
Practice your pitch! You’ll need to articulate your experience and how it aligns with the Desk Based Financial Planner role. We suggest rehearsing with a friend or in front of a mirror to boost your confidence before the big day.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Desk Based Financial Advisor in Newport
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 any relevant qualifications, like your Level 4 Diploma in Financial Planning, and showcase your experience in client reviews or advice processes.
Show Your Passion for Lifestyle Planning:In your application, express your interest in lifestyle planning and financial coaching. We want to see your curiosity and ambition shine through, so share any experiences or insights that demonstrate your commitment to helping clients achieve their financial goals.
Be Clear and Concise:When writing your cover letter, keep it clear and to the point. We appreciate straightforward communication, so outline why you’re a great fit for the role and how your background aligns with our planning-first philosophy.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning principles, especially lifestyle planning and client support. Be ready to discuss how you can help clients understand their financial positions and guide them through their planning decisions.
✨Showcase Your Client Interaction Skills
Since this role involves working with a large portfolio of clients, prepare examples of how you've successfully interacted with clients in the past. Highlight your experience in conducting reviews or providing ongoing advice, even if it's from previous roles or internships.
✨Demonstrate Your Ambition
This position is designed for someone with long-term aspirations. Be sure to express your career goals and how you see yourself progressing within the company. Show that you're eager to learn and grow into a field-based advisory role.
✨Familiarise Yourself with the Company Culture
Research the company's philosophy and values, particularly their commitment to adviser development. During the interview, mention how you align with their planning-first approach and how you can contribute to their supportive environment.
