Financial Advisor

An exceptional financial advice firm in Cardiff is recruiting a Financial Adviser to join their firm and be part of its ambitious growth plans. This appointment is seen as a significant stepping stone for the business, offering the right candidate real progression opportunities directly geared to performance. This is a role where employed aswell as self employed candidates will be considered.

You will join a small, friendly team as a Financial Adviser and will play a key role in how the business develops for the future.

We are looking for an adviser who demonstrates a positive attitude and aptitude for business growth. This is an opportunity for someone who wants to grow and thrive with the company in the long term.

First and foremost, the right candidate is the key for us, we want to foster a healthy team and working environment.

Someone passionate, ideally possessing both technical expertise and commercial acumen would do well in this role. We would love to hear precisely what success in this role would look like for you.

About the Role:

We seek a Financial Adviser who values client outcomes and can demonstrate the right ideas on how to develop new business. In return we will allocate tranches of existing clients to you. You will develop new business from existing client reviews as well as finding your own new clients, from your existing network or otherwise, to add to the existing clients given to you.

The ability to find new clients and bring new business into the practiceis a key aspect of this role. For our existing clients you will conduct annual reviews, complete the annual reports andprocess any new business which is likely to generate from this.

There is admin support, but you will be expected to know, or learn, how to do your own administration work.

Skills and qualifications required:

• Minimum qualification level -DIPFA/CII Level 4 (essential)

• CeMap, CeRER (desirable)

• Demonstrable experience in financial advice, pensions, and investments- (preferably 2 years’ experience as a regulated adviser)

• A strong understanding of financial products and services

• Exceptional interpersonal skills with the ability to build and maintain client relationships

• Self-motivated and results driven with a proactive approach to business development.

Benefits:

• An OTE of £80k
• A top salary of £40,000 for the employed role
• Generous commission splits for the self employed role

• There is a clear pathway for progression with a view to buying into the business in the future.

• Existing client bank of legacy clients

• Full Administrative support

• Serviced offices including meeting rooms that can be booked.

• Shared parking

• Work social events every few months.

• Hybrid working

You will be supported and mentored, to the level you require or desire,by the Practice Principal who will help you to grow your client base and meet your development goals.

If you are a qualified Financial Adviser, with a minimum of Diploma Level 4, and are interested in this role, please get in touch to discuss further, we would love to hear from you.

Synonyms: Financial Advisor, Financial Adviser, Investment Advice, Financial Planner, Wealth Adviser, Financial Planning, Wealth Planning, Pension Planning