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Independent Financial Adviser (IFA) - Cardiff

Independent Financial Adviser (IFA) - Cardiff

MI Search Ltd

Posted 20 hours ago, valid for 22 days

Cardiff, South Glamorgan CF5 1DR, Wales

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

This national accountancy firm is seeking an Independent Financial Advisor (IFA) to join their Cardiff office and surrounding areas.
The role involves collaborating with accountants to develop and expand the financial planning practice in the region.
Candidates should have a proven track record in building and managing a client portfolio, particularly with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
The position offers a basic salary of up to £100,000 along with excellent bonus potential and benefits.
Applicants are required to have experience as a Financial Planner.

This national accountancy firm is currently seeking an IFA to work out of their offices in the Cardiff and surrounding area.

In this role you will be responsible for working with the accountants and building and growing the financial planning practice across this area.

You will have a full IFA proposition, access to HNW and UHNW clients, typically SME business owners and full paraplanning and administrational support.

You must be an experienced Financial Planner with a track record of building and growing a portfolio of clients and experience dealing with HNW and UHNW clients.

Basic salary to £100k, excellent bonus potential and benefits.

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