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.
The 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.
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Salary description
£45000.00 - £45000.00 per year