Financial Adviser

WEALTHLINK RECRUITMENT LTD

Posted 5 days ago, valid for 7 days

Cardiff, South Glamorgan CF14 2PN, Wales

Full Time

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Sonic Summary

An Independent Financial Adviser (IFA) in Cardiff City Centre is seeking a new Financial Adviser to manage a portfolio of 90 clients valued at approximately £20 million AUM.
The role involves providing comprehensive financial planning services, including investment, pension, estate, trust, and protection planning.
In addition to servicing existing clients, the Adviser will receive referrals and business development support to attract new clients.
The position offers a salary of up to £65,000, along with a bonus scheme, full administrative and paraplanning support, and a hybrid work-from-home model.
Candidates must possess a Level 4 Diploma in Regulated Financial Planning and have at least 2 years of experience in a client-facing financial advice position in the UK.

We are working with an IFA in Cardiff City Centre who are looking to bring on a new Financial Adviser to manage of bank of 90 clients with a value of approximately £20m aum. As a Financial Adviser you will provide an ongoing holistic financial planning service covering Investment, Pension, Estate, Trust and Protection planning.

As well as servicing existing clients you will be provided with referrals and business development support to bring new clients into the business. As a Financial Adviser you will have a full team of Admin and Paraplanning staff working alongside you.

What’s on offer?

Salary up to £65,000
Bonus scheme on new and ongoing business
Full Admin and Paraplanning support
Hybrid work from home model
28 days annual leave bank holidays
Generous benefits package

Requirements

Level 4 Diploma In Regulated Financial Planning
2 years in client facing financial advice position in the UK

If the Financial Adviser position looks of interest then apply today! One of our consultants will be in touch within 24 hours, if you are suitable.

Financial Adviser, Financial Planner, Wealth Management, Financial Services, IFA, Independent Financial Advice

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