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
Location Cardiff or commutable surrounding areas
Desk Based Financial Planner. 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 Planner can flourish. With a strong focus on lifestyle planning and client support, you'll 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 prioritises work-life balance and employee growth.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Desk Based Financial Planner. 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 admire. A friendly chat can lead to insider info about job openings or even a referral.
✨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 to boost your confidence and refine your answers.
✨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 set you apart!
✨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 and engaged with our firm.
We think you need these skills to ace Desk Based Financial Planner. 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 any relevant qualifications, like your Level 4 Diploma in Financial Planning, and showcase your 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 passion for lifestyle planning and how you can contribute to our supportive environment. Don’t forget to mention your ambition for career progression – we love to see that!
Showcase Your Client-Focused Approach:In both your CV and cover letter, emphasise your ability to support clients through their financial journeys. Share examples of how you've helped clients understand their financial positions or guided them in planning decisions.
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 don’t miss out on any important updates about the role. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Financial Planning Basics
Brush up on your financial planning knowledge, especially around lifestyle planning and client support. Be ready to discuss how you can help clients understand their financial positions and guide them through planning decisions.
✨Show Your Curiosity and Ambition
This role is perfect for someone with a thirst for knowledge and growth. During the interview, share examples of how you've pursued professional development or taken initiative in your previous roles. Let them see your ambition!
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Prepare to discuss how you would approach structured reviews and ongoing advice processes. This will demonstrate your readiness to handle their established portfolio.
✨Highlight Your Teamwork Skills
Since you'll be working closely with back office teams and other advisers, emphasise your ability to collaborate effectively. Share experiences where teamwork led to successful outcomes, showing that you're a great fit for their supportive environment.
