Independent Financial adviser
other jobs CFP JOBS
Added before 4 Days
- Wales,Swansea
- Full Time, Permanent
- Competitive salary
Job Description:
Full job descriptionIndependent Financial AdviserCompetitive salary + revenue bonus
Our client is an ambitious and growing financial advice business with a nationwide presence and a strong reputation for delivering exceptional service. With more than 70 advisers across the UK and recognition as an FT Top-100 firm, they are continuing to expand and are looking for talented advisers to join their Private Clients team.
About the roleThis is an exciting opportunity for a motivated financial adviser to take on an established client portfolio within our client’s Private Clients division. Following a supported transition period, the successful candidate will manage an existing adviser agency where 70% of targets are already contracted, providing a strong platform to build long-term client relationships and achieve continued success.
What we’re looking for*At least 2 years’ experience as a financial adviser and Competent Adviser Status (CAS)
*A current Statement of Professional Standing (SPS)
*Good IT skills and confidence using digital systems
*The ability to work from home or from your own office
*Strong self-management, organisation, and relationship-building skills
*A client-focused approach and the ability to support and grow an ongoing business model
*A positive attitude towards compliance, structure, and professional standards
*A genuine appreciation for quality, professionalism, and delivering added value to clients
*A forward-thinking mindset and openness to change
*High personal standards, ambition, and a drive to achieve goals
What you’ll get in return*Competitive salary and revenue bonus
*Car allowance plus mileage allowance
*Mobile phone, laptop and full home office set up
*A unique payment structure linked to an existing agency business
*The opportunity to inherit an established adviser agency after a transition period
*Flexible working, including home-based working
*Structured induction, training, and mentoring support
*Helpdesk and operational support to help you succeed
*Secure business networking and communication tools
*A client-focused website and quality branded materials
*Compliance support and protection
Candidates with the required experience who are looking for a stable, supportive, and growth-focused opportunity are encouraged to apply.
Our client is an ambitious and growing financial advice business with a nationwide presence and a strong reputation for delivering exceptional service. With more than 70 advisers across the UK and recognition as an FT Top-100 firm, they are continuing to expand and are looking for talented advisers to join their Private Clients team.
About the roleThis is an exciting opportunity for a motivated financial adviser to take on an established client portfolio within our client’s Private Clients division. Following a supported transition period, the successful candidate will manage an existing adviser agency where 70% of targets are already contracted, providing a strong platform to build long-term client relationships and achieve continued success.
What we’re looking for*At least 2 years’ experience as a financial adviser and Competent Adviser Status (CAS)
*A current Statement of Professional Standing (SPS)
*Good IT skills and confidence using digital systems
*The ability to work from home or from your own office
*Strong self-management, organisation, and relationship-building skills
*A client-focused approach and the ability to support and grow an ongoing business model
*A positive attitude towards compliance, structure, and professional standards
*A genuine appreciation for quality, professionalism, and delivering added value to clients
*A forward-thinking mindset and openness to change
*High personal standards, ambition, and a drive to achieve goals
What you’ll get in return*Competitive salary and revenue bonus
*Car allowance plus mileage allowance
*Mobile phone, laptop and full home office set up
*A unique payment structure linked to an existing agency business
*The opportunity to inherit an established adviser agency after a transition period
*Flexible working, including home-based working
*Structured induction, training, and mentoring support
*Helpdesk and operational support to help you succeed
*Secure business networking and communication tools
*A client-focused website and quality branded materials
*Compliance support and protection
Candidates with the required experience who are looking for a stable, supportive, and growth-focused opportunity are encouraged to apply.
Job number 3796052
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