At a Glance
- Tasks: Support clients with lifestyle planning and ongoing financial guidance.
- Company: Growing advisory firm in Cardiff with a focus on financial planning.
- Benefits: Competitive salary, bonuses, flexible working, and comprehensive support.
- Other info: Join a supportive team with modern systems and 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
- 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
Desk Based Financial Advisor. Job in Cardiff LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
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 a commitment to your professional development. Enjoy a competitive salary, comprehensive benefits, and a work culture that values ambition and curiosity, making it an ideal environment for early-career financial advisers.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Desk Based Financial Advisor. Job in Cardiff LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at firms you’re interested in. A friendly chat can sometimes lead to job opportunities that aren’t even advertised.
✨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 using online resources to boost your confidence before the big day.
✨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 complex concepts easier to grasp. This will highlight your suitability for the Desk Based Financial Planner 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 Desk Based Financial Advisor. Job in Cardiff LilyLifestyle Jobs
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 support clients through lifestyle planning and ongoing financial guidance.
Showcase Your Client-Focused Approach:In both your CV and cover letter, emphasise your commitment to client support and how you’ve helped clients understand their financial positions in the past. This aligns perfectly with our focus on lifestyle planning.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to review your application and get you one step closer to joining our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨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've applied your Level 4 Diploma in Financial Planning in real-world scenarios.
✨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. It shows you're genuinely interested in growing with them.
✨Highlight Your Experience
Even if you have just 1-3 years of adviser experience, be specific about what you've done in previous roles. Talk about your exposure to client reviews and how you’ve helped clients understand their financial positions.
✨Emphasise Flexibility and Work-Life Balance
Since this role offers flexible working options, mention how you manage your time effectively. Share examples of how you maintain a strong work-life balance while still delivering excellent client support.
