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Financial Planning Manager

Employer
Recruit UK
Location
Cardiff County, UK
Salary
Competitive
Closing date
Nov 14, 2019

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Job Role
Financial Planning & Analysis
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Job Title:
Financial Planning Manager Industry: Financial Services

Location:
Cardiff

Salary:
up to £40,000 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 works 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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