Talent.com
Premier Jobs UK Limited
Desk Based Financial AdvisorPremier Jobs UK Limited • Cardiff, gb
No longer accepting applications
Desk Based Financial Advisor

Desk Based Financial Advisor

Premier Jobs UK Limited • Cardiff, gb
14 days ago
Salary
£45,000.00 yearly
Job type
  • Full-time
Job description
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

n 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. T he 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 The Company

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

If you are a developing adviser looking for a Desk Based Financial Planner job that offers progression, stability and proper financial planning, apply now to be considered. Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. TPBN1_UKTJ
Create a job alert for this search

Desk Based Financial Advisor • Cardiff, gb

Similar jobs

Home Based Sales Advisor (Permanent)

EEAberdare, Rhondda Cynon Taf, UK
Remote
Part-time +1

What’s in it for you     • Competitive Salary: Starting at £26,116 rising to £26,738 after 8 months, plus an uncapped monthly commission scheme   • Online GP: Access to a private GP 24/7 for you a... Show more

 • Promoted • New!

Showroom Advisor

B&Q plcCardiff, Wales, United Kingdom
Full-time

Join us as a Showroom Advisor and help our millions of customers bring their kitchen and bathroom ideas to life.You will focus on the customer experience, asking questions, exploring possibilities,... Show more

 • Promoted

Customer Relations Advisor (0578)

Transport for WalesPontypridd, Wales, United Kingdom
Full-time

To provide a high-quality Customer Relations service, aiming at all times to promptly and professionally address complaints, queries and feedback from customers via a range of contact methods.To en... Show more

 • Promoted

Employee Relations Advisor

Zachary DanielsTerriers, Buckinghamshire, GB
Full-time

Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.We're looking for an experienced Employee Relations Advisor to join a busy... Show more

 • Promoted

Life Insurance Sales Advisor

Legal & GeneralCardiff, Wales, United Kingdom
Permanent

Life Insurance Sales Advisor – Sales team.We work on a shift basis between the days and hours of 8.Monday - Friday, and 9am-1pm on Saturdays (every Saturday).You will work a total of 35 hours per w... Show more

 • Promoted

Inside Sales Advisor

PHS Group Ltd.Caerphilly, Wales, United Kingdom
Full-time +1

This role can be based in either Caerphilly, South Wales or Tamworth, Midlands.We welcome applications from candidates in both locations.Here at phs, we’re looking for a confident, self‑motivated s... Show more

 • Promoted

Customer Advisor - Checkouts

B&Q LimitedMerthyr Tydfil, Wales, United Kingdom
Part-time +1

Shifts available Monday - Sunday, 6.We believe anyone can improve their home to make life better.Every day, we give our millions of customers the ideas, advice, tools and confidence they need to cr... Show more

 • Promoted

Desk Based Financial Advisor

Premier Jobs UKCardiff, Wales, GB
Full-time

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... Show more

 • Promoted

Financial Advisor

Quilter Financial PlanningCardiff, Wales, GB
Full-time

CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE AND HAVE UK RESIDENCY **.PLEASE NOTE - THIS IS NOT AN ACCOUNTANCY ROLE **.One of Quilter's Partner Firms are seeking an experienced finan... Show more

 • Promoted

Sales Advisor - Llantwit Major, The Vale of Glamorgan (Bro Morgannwg)

Legacy Leisure LtdLlantwit Major, The Vale of Glamorgan (Bro Morgannwg), United Kingdom
Full-time

Sales Advisor - Llantwit Major, The Vale of Glamorgan (Bro Morgannwg).We are currently looking for a Sales Advisor to take the lead in hosting and interacting with members whilst actively promoting... Show more

 • Promoted

Customer Service Representative Agent Work From Home - Part Time Focus Group Panelists

ApexFocusGroupchipley, SOM, United Kingdom
Remote
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to £700 per week part-time working from home.Must register to see if you qualify.No Customer Service Representative Agent experience needed.... Show more

 • Promoted

Remortgage Adviser

Spicerhaart Group Ltd.Cardiff, Wales, United Kingdom
Full-time

Hybrid Remortgage and Protection Advisor.To be considered for this role, you must hold CeMAP qualification or equivalent.What’s on offer to you as a Mortgage and Protection Adviser?.On target earni... Show more

 • Promoted

Customer Advisor

Dŵr Cymru Welsh WaterCardiff, Wales, United Kingdom
Full-time +1

What you’ll be responsible for.Resolving all queries on topics such as billing queries or any clean or waste incidents with exceptional communication across different contact channels.The role is d... Show more

 • Promoted

Financial Adviser

Resource Matters LtdCardiff, WLS, GB
Full-time

We are pleased to present an exciting home-based Financial Adviser opportunity, covering Swansea, Cardiff and Newport.Youll provide high-quality, holistic financial planning in a specialist market,... Show more

 • Promoted

Independent Territory Sales Advisor — Uncapped Earnings

Federation of Small BusinessesCardiff, Wales, United Kingdom
Full-time

The Federation of Small Businesses in Cardiff is looking for a Membership Advisor to run your own sales business.You will win new members, build strong relationships, and enjoy uncapped commission ... Show more

 • Promoted

Associate Consultant, Financial Advisory

TeneoCardiff, Wales, United Kingdom
Full-time

Your primary role will be to provide support in our client and engagement acceptance process, including performing conflict reviews, customer due diligence to ensure we have understood who Teneo wi... Show more

 • Promoted

Financial Accountant

Get Staffed Online Recruitment LimitedMorgan Town, Mid Glamorgan, GB
Full-time +1

Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.Our client is seeking a technically strong and detail orientated Fina... Show more

 • Promoted

Trainee Driving Instructor - Fitzhead, Somerset, England

My Four Wheelsfitzhead, somerset, United Kingdom
Full-time +1

My Four Wheels are looking to expand our team and are recruiting both part time and full time Driving Instructors though out the UK.Next year there will be a record 700,000 learner drivers hitting ... Show more

 • Promoted

Mortgage Advisor

RBMA PTE. LTD.Penarth, Wales, United Kingdom
Full-time

We value your dedication like no other and believe that our people is what makes a company grow.Aside from commitment, being dedicated and looking to grow are just part of what you need to excel he... Show more

 • Promoted

Marketing Account Manager

Candidate SourceWellington, ENG, UK
Full-time

Job Description If you enjoy bringing order to creative chaos, this Marketing Account Manager role puts you right at the centre of work that actually lands.Youre not just tracking timelines, youre... Show more