Financial Planning Manager
- Employer
- RecruitUK
- Location
- Cardiff, UK
- Salary
- Competitive
- Closing date
- Oct 22, 2019
View more
- Job Role
- Financial Planning & Analysis
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
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Job Title:
Financial Planning Manager Industry: Financial Services
Location:
Cardiff
Salary:
up to £40,000, negotiable Reference Number: 14222 Job Description: Are you a Chartered Financial Adviser looking for the next step in your Financial Planning career? Recruit UK are working on an excellent opportunity for a Financial Planning Manager in Cardiff to join a Financial Management firm. This Wealth management firm has a niche client portfolio and primarily work with Small/Medium businesses and high net worth clients. They pride themselves on working closely with their clients so that they can offer them bespoke and unique Financial Advice. The rapid growth of the firm means they are now looking for a Financial Planning Manager to come and aid the senior Partner in servicing clients. Your role will include, but not be limited to:
• Researching and analysing Financial Products for clients
• Create bespoke Financial Planning solutions
• Meet with and analyse client requirements
• Preparing suitability letters and reports, and preparing client reviews
• Working alongside Practice colleagues to ensure clients are updates, applications are processed, and legislations are up to date
• Stay up to date with template chances and adviser notes What's in it for you:
• Highly competitive salary
• Supportive working environment
• Modern office building
• Work within SME/Business owner and High Net Worth clients Skills and experience required:
• Chartered Status - Essential
• Previous Financial Planning experience within an IFA firm - Essential
• Knowledge of major research systems - Essential
• Understanding and experience writing Suitability letters - Essential
Financial Planning Manager Industry: Financial Services
Location:
Cardiff
Salary:
up to £40,000, negotiable Reference Number: 14222 Job Description: Are you a Chartered Financial Adviser looking for the next step in your Financial Planning career? Recruit UK are working on an excellent opportunity for a Financial Planning Manager in Cardiff to join a Financial Management firm. This Wealth management firm has a niche client portfolio and primarily work with Small/Medium businesses and high net worth clients. They pride themselves on working closely with their clients so that they can offer them bespoke and unique Financial Advice. The rapid growth of the firm means they are now looking for a Financial Planning Manager to come and aid the senior Partner in servicing clients. Your role will include, but not be limited to:
• Researching and analysing Financial Products for clients
• Create bespoke Financial Planning solutions
• Meet with and analyse client requirements
• Preparing suitability letters and reports, and preparing client reviews
• Working alongside Practice colleagues to ensure clients are updates, applications are processed, and legislations are up to date
• Stay up to date with template chances and adviser notes What's in it for you:
• Highly competitive salary
• Supportive working environment
• Modern office building
• Work within SME/Business owner and High Net Worth clients Skills and experience required:
• Chartered Status - Essential
• Previous Financial Planning experience within an IFA firm - Essential
• Knowledge of major research systems - Essential
• Understanding and experience writing Suitability letters - Essential
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