Experienced Financial Adviser

Experienced Financial Adviser
Cardiff
Salary: 70k-80k + Bonus
Existing client bank | £60m+ AUM | 110-140 clients

Ready to accelerate your career without the endless grind of building a client bank?

This role puts you straight into an established portfolio, so you can focus on what matters: giving great advice and growing your book.

Join a people-first firm that’s invested in your future. With significant wealth transitions happening, the timing couldn’t be better to support clients through life’s biggest financial moments!

Why this role?

• Step straight into an existing client bank - no waiting.
• Attractive bonus structure.
• Warm leads and referrals to keep your pipeline flowing.
• Dedicated admin and compliance support will free you up to advise.
• Modern tech tools to streamline your day.

Your day-to-day:

• Provide holistic advice on pensions, investments, and protection.
• Build tailored financial plans and deliver regular reviews.
• Deepen long-term client relationships.
• Convert new business from referrals and leads.
• Keep up to date with market changes and regulations.
• Work alongside a supportive team focused on compliance and client success.

What You’ll need:

• Level 4 Diploma qualified, with experience.
• Client-focused, ethical, and driven to perform.
• Happy to travel for face-to-face meetings when needed.

Ready to stop starting over?
If you want to fast-track your career with a forward-thinking firm that values your expertise, let’s connect. Send a message to learn more about this Cardiff opportunity.