Financial Advisor

Financial Advisor (Employed)
Cardiff
Hybrid working
Salary to be discussed after application

Are you a qualified Financial Advisor based in Cardiff looking for a new challenge? This role is perfect for those who enjoy working in a supportive environment where your client bank is provided, allowing you to focus on what you do best - providing expert advice to your clients.

The Business

The company are an FCA-regulated, growing, IFA Network. They are a robust, institutionally backed, mission driven group, with a diverse, supportive, and highly experienced team at a top 100 Financial services firm who have been operating for over 20 years.

The Role

In this role, you’ll be working with an existing client bank, conducting remote client meetings, and offering comprehensive financial advice tailored to each client’s needs. What matters most is your commitment to putting your clients first. Mortgage and Protection experience in case the opportunity arises is desirable but not required.

Benefits

• Competitive salary
• 25 days holiday + bank holidays
• Hybrid working
• Client bank provided
• Pension scheme
• Death in service
• Sick pay
• Income protection
• Compliance handled in-house
• Opportunities to work with cutting-edge AI initiatives
• New, modern office with onsite gym

How to Apply

It’s quick and easy to apply. Simply upload your CV, and we’ll be in touch to arrange an initial conversation about your experience and the role.

Synonyms

Financial adviser, financial planner, Wealth Manager, IFA