Average Financial Adviser salary in Cardiff

Our client is looking for an experienced Financial Planner to join their Independent Financial Adviser company. The ideal candidate should have deep knowledge of the 6steps of the Financial Planning process as outlined by the Financial Planning Standards Board (FPSB). Salary for a Financial Planner is up to £50,000 + Annual Bonus  The key responsibilities of the role are as follows: Assessing individual clients’ financial circumstances, current provisions and future goals. Analysing information and recommending fitting Financial Plans. Assessing clients’ attitude to risk and capacity for loss. Working with the Professional Support team to review cashflow forecasts and recommendation reports. Designing financial strategies. Introducing clients to the firms Financial Planning and Investment Philosophy. Liaising with financial services providers to stay up to date on market trends. Developing new client opportunities. Meeting regulatory requirements for disclosure, cost of services provided and costs of advised products. Maintaining up to date qualifications. Acting with integrity, honesty, and professionalism. We are looking for a candidate with experience in financial advice who is comfortable working independently and with colleagues.  Must hold level 4 Diploma  If this position sounds right for you, don’t wait. Apply now and join our client’s team!

Hybrid role (minimum of one day office working) Based around either Cardiff area or Bristol area £55,000 - £80,000 OTE Are you an experienced Holistic Financial Adviser keen to join a thriving business who can provide you with a flow of leads and referral opportunities? This is a rare and exciting opportunity to join an established Financial Planning firm, in a role that offers career development and could possibly evolve to become the role of a Practice Principal in the future. Either way, you will be able to really grow your career and reach your full potential. If you are a talented and passionate Financial Adviser who puts the client’s needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for! You will be responsible for managing client enquiries and the advice process end-to-end, both for mortgages and financial planning needsYou will benefit from the support of a wider administration team, you’ll be able to focus on the advice process and on the customer experienceYou will also benefit from the ability to work flexibly and from ongoing training and development.You will be building and nourishing relationships with clients who really value quality service.You will be provided with a steady flow of leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads from an existing client bank.You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business.Delivering outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products (both mortgages and investments).Preparing sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.Generating new business by developing relationships and referral opportunities This opportunity will suit a pro-active Financial Adviser who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently but will be part of a strong team, with dedicated support provided by an award-winning network. Clients are typically based around Cardiff and Bristol and between the two regions so being based anywhere around either locality would be an advantage. We can consider applications from experienced Holistic Financial Advisers. You will work on a self-employed basis and will benefit from a market leading proposition and generous fee splits. If you are a qualified Financial Planner, with recent and demonstrable experience advising on both mortgages and investments and solid experience in the industry and you are interested in this role, please get in touch to discuss further, we would love to hear from you. Synonyms: Financial Advisor, Holistic Financial Planner, Mortgage Adviser, Financial Adviser, Investment Advice, Financial Planner, Wealth Adviser, Financial Planning, Wealth Planning, Pension Planning

Job Title: Financial Adviser Industry: Financial Planning Location: Cardiff Salary: £45,000 - £50,000 OR Self Employed Job Reference: 8784 Job Description: Our client is a boutique and long standing financial planning firm that are looking to bring on a Financial Adviser to join the team of advisers. They currently offer holistic financial planning to a client base across South Wales but due to developments and growth within the firm, they are now looking to bring on a dedicated financial adviser to support with an existing client book. You will also be able to grow your own client base, or bring one with you and be able to ring fence these. They are flexible on their offering so this role could be perfect for someone looking for either employed or self employed and either way you will be given ample opportunity to earn. They also have in house Administration and Paraplanning that you will be able to utilise, as well as a central office to use for client meetings. Benefits: Flexible contract that works for youGenerous OTE and lots of opportunity to earnClients providedGrow and ring fence your own client bookAdministration support, if requiredHybrid workingCity centre office for client meetingManage your own diaryIf employed, you will also benefit from 25 days holiday, pension contribution etc Skills and experience required: Currently working as a Financial Adviser Level 4 qualified as a minimumIdeally clients you can bring, or experience developing some client relationships 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 is pleased to be working with a financial planning firm, looking for a financial adviser.