At a Glance
- Tasks: Support clients with lifestyle planning and ongoing financial guidance.
- Company: Growing advisory firm with a strong commitment to adviser development.
- Benefits: Competitive salary, bonuses, flexible working, and comprehensive benefits package.
- Other info: Dynamic role with a supportive environment 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 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
- 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
- Structured progression towards field based advisory roles
- Flexible working with remote and office based options
- 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.
Financial Adviser - Pensions and Investments in Newport employer: Premier Jobs UK Limited
Join a dynamic financial planning firm in Cardiff that prioritises your growth and work-life balance. With a strong commitment to adviser development, you will benefit from structured career pathways, flexible working options, and a supportive culture that fosters ambition and curiosity. Enjoy competitive salary packages, comprehensive benefits, and the opportunity to build meaningful client relationships while advancing your career in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser - Pensions and Investments in Newport
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work in lifestyle planning or have experience with IFAs. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial coaching and lifestyle planning. We recommend role-playing with a friend or using online resources to get comfortable discussing your approach to client support.
✨Tip Number 3
Showcase your passion for financial planning! During interviews, share examples of how you've helped clients understand their financial positions or made a positive impact on their lives. This will demonstrate your commitment to the role.
✨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!
We think you need these skills to ace Financial Adviser - Pensions and Investments in Newport
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 IFA or wealth management environments.
Craft a Compelling Cover Letter:Use your cover letter to showcase your passion for lifestyle planning and financial coaching. Share specific examples of how you've supported clients in the past, and express your ambition for growth within the company.
Showcase Your Curiosity:In your application, demonstrate your curiosity about financial planning and your eagerness to learn. Mention any relevant courses or training you've undertaken that show your commitment to developing your skills in this area.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. This way, we can easily track your application and ensure it reaches the right people who are excited to meet you!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions and investments. Understand the basics of lifestyle planning and financial coaching, as these are key aspects of the role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Show Your Curiosity
This role is all about building strong planning foundations, so demonstrate your curiosity during the interview. Ask insightful questions about the company's approach to client support and how they integrate technology into their processes. This will highlight your ambition and eagerness to learn.
✨Highlight Your Experience
Even if you're early in your career, make sure to talk about any relevant experience you've had in an IFA or wealth management environment. Share specific examples of how you've helped clients understand their financial positions or guided them through planning decisions.
✨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 still delivering excellent client support. This will resonate well with the company's values.
