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Tilney Group
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Cardiff, South Glamorgan
Financial Planner
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Job Type: Full-time |
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Overview
What we give you: A chance to make a real difference in a new team where opinions are valued, ideas encouraged and support provided. A blank canvas (within reason) to deliver exceptional client service. If you have read anything about Tilney recently, you will be aware we are in a growth phase across our Financial Planning team which is where you come in. If you describe yourself as someone looking to be professionally challenged then working in this team with this manager will give you this with the added bonus of truly feeling part of something as Cardiff embarks on ambitious plans for 2020 and beyond A chance to put your personal spin on working with clients, we want you to have personal ownership in the success of this team. Clients are at the heart of what we do, so whether existing or budding clients, we will rely on you to provide bespoke and highly personalised advice. Ensuring this personal approach is something innate to you, whilst ensuring any solution is within regulation and compliance policies, obviously……… An opportunity and the tools to work hard (without a doubt) but within a emerging team who will lean on your expertise to support growth that you will be rewarded on as a team as well as your own personal performance. A chance for further studies. Tilney commits to supporting both financially and personally towards ensuring we have the best qualified Financial Planners. Excitement - whether you want to develop and nurture your business from scratch or arrive with a client book already we want to hear from you. What we need from you: Diploma (Dip PFS) or equivalent, preferably Chartered status Demonstrated ability to build and maintain long term client relationships on a fee basis Proven track record through successful past performance in advisory roles Ability to work under pressure and to meet deadlines Ability to understand and communicate advice practices and processes clearly and effectively Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions