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Job Description:
Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established local Firm based in Bridgend.
Company:
This is a local family business run with exceptionally high standards, offering financial planning and wealth management advice. They provide independent financial advice.
Role:
To manage an existing client bank and deal with new client enquiries which mainly come through referrals. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.
What’s in it for you:
- Competitive starting salary up to £38k
- Excellent bonuses - OTE £70k+
- Existing client bank
- New business bonuses payable at 20% rising to 30% from January 2026
- Excellent Benefits: DIS, Flex Bens, + 4% Pension contribution
- Office based role
- IFA, Paraplanning, Compliance and Administration support
- Study support
Skills and experience required:
- Diploma (Dip PFS) or equivalent
- Experience as a Financial Adviser, SPS & CAS Status
- Minimum experience advising 3 years, ideally 5 years plus.
- The candidate will need to be working towards or have achieved chartered status.
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a well established Financial Advice firm, offices in Carlisle on a Financial Adviser role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
