Financial Adviser - South Wales -£40k-£80k

  • Recruit UK
  • Wales, UK
  • 05/07/2019
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Job Title: Financial Adviser

Industry: Financial Planning

Location: South Wales

Salary: £40,000-£80,000

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser in south Wales to join a successful and dynamic Financial Planning firm. Well established, the company have been providing high-quality financial planning advice to a wide range of clients including private individuals, business owners, professionals, retirees and families.

The company is directly authorised and fully independent offering a wide range of services including but not limited to investments, retirement planning and estate planning.

They have tasked Recruit UK with finding eager, progressive and qualified Financial Advisers who ideally will have transferrable assets under management (AUM).

In return, they can offer a salaried role (salary and bonus dependent on the individual and the AUM they can novate) where in addition they have the structure and technology that will help an Adviser achieve higher levels of income.

What’s in it for you:

  • Opportunity to join a successful and growing financial planning firm
  • Modern office building based off the M4 with excellent transport links
  • Technologically advanced with hi-tech business processes in place
  • Very experienced and forward-thinking Director who’s willing to work with less experienced Advisers and provide further guidance
  • Working with a company that have exceptionally high standards and professionalism
  • An opportunity that will help an Adviser achieve even higher levels of income and become part of a dynamic and exciting firm.
  • Salaried role: dependent on transferrable AUM (open to discussion but very competitive) and experience

Skills and experience required:

  • Level 4 Diploma in Financial Planning
  • Experienced Adviser with transferrable AUM
  • Technical and knowledgeable Adviser
  • Professional Adviser with excellent communication skills
  • Self-sufficient in terms of business



Recruiters contact info:

Name: Ryan Bartlett                                     


01179 170410                                        

07399 163960  

Job Reference: 


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in south Wales on a Financial Adviser opportunity.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

• Please mention Financial Planning Jobs when applying for this role •