An established and forward-thinking financial planning firm based in Cardiff is looking to expand its team with the addition of an experienced and qualified Financial Advisor. This is an exciting opportunity to join a supportive and professional environment, delivering high-quality advice and bespoke solutions to a diverse client base.

Key Responsibilities

• Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
• Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
• Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
• Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
• Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
• Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections.

What We’re Looking For

• Minimum of 1 years’ experience as an Advisor, delivering high-quality, compliant advice.
• Level 4 qualification in Financial Planning or working towards. (Or equivalent).
• Strong knowledge of pensions, investments, and general financial planning principles.
• Proven ability to build trust with clients and deliver tailored advice that addresses their unique needs.
• Excellent communication and interpersonal skills, with a strong focus on client satisfaction.

In return they offer:

• Competitive salary that is negotiable dependent on experience.
• Hybrid working options after an initial settling-in period.
• Opportunities for professional development and career advancement within a supportive environment.
• Comprehensive benefits package, including a workplace pension scheme.
• A modern and welcoming office environment located in Sheffield.

This is an exceptional opportunity for an experienced Financial Advisor to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery.