SonicJobs Logo
Login
Left arrow iconBack to search

Financial Planner

Reed
Posted 12 hours ago, valid for 14 days
Location

Mountain Ash, Mid Glamorgan CF45 4SN, Wales

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • Join a team as a Financial Adviser, focusing on advising clients and building relationships.
  • The role requires a proactive mindset and a Level 4 Diploma in Financial Planning or equivalent.
  • Candidates should have strong interpersonal skills and ideally bring a small group of customers with them.
  • The position offers a competitive salary with a validation model and a 40% bonus on turnover beyond validation, along with access to approximately 50 clients worth £100k.
  • Experience is required, although the specific number of years is not mentioned in the job description.

Join my clients Team as a Financial Adviser

Are you a talented and driven Financial Adviser looking for an exciting opportunity to focus on what you do best — advising clients? My client gives their IFAs the freedom to focus on what truly matters: the building customer relationships, delivering expert advice, and helping clients achieve their financial goals.

The Role                                                       

We are seeking an ambitious and motivated Financial Adviser to join our team. In this role, you will:

  • Build and maintain strong client relationships by understanding their unique needs and objectives.
  • Provide tailored financial advice to clients across areas such as investments, pensions, protection, and estate planning.
  • Work collaboratively with our support team, who will provide significant administrative and technical assistance.

What We Offer

  • A dedicated administrative team to handle all back-office tasks, freeing you to focus on client-facing activities.
  • A competitive salary with a clear and rewarding structure:
    • 4x salary validation model.
    • 40% bonus on all turnover beyond validation.
  • Access to immediate clients in the region of 50 clients worth £100k of turnover.
  • A supportive and flexible working environment that considers competence and output over hours worked.

About You

To excel in this role, you will need:

  • A proactive mindset.
  • Level 4 Diploma in Financial Planning (or equivalent).
  • Strong interpersonal skills and the ability to build lasting client relationships.
  • A small group of customers that you can bring with you to the firm

How to Apply

If you’re ready to take your career to the next level in an environment that values your expertise and supports your growth, we’d love to hear from you. Please send your CV to or call me on

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.