Financial Adviser

Ortus PSR; United Kingdom; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A forward-thinking IFA firm in Cardiff seeks an experienced Financial Planner to provide holistic financial advice focused on clients' best interests. You'll benefit from a supportive culture and a shorter working week that promotes work-life balance. The ideal candidate will hold a Level 4 Diploma and have experience in an IFA or Wealth Management environment. Competitive salary and annual bonus offered.

Benefits

Up to GBP50,000 Salary + Annual Bonus

Shorter Working Week

Collaborative and supportive culture

Commitment to high-quality advice

Qualifications

• Experience in an IFA or Wealth Management environment is essential.
• Confidence in building rapport with clients required.
• FCA-compliant advice and professionalism are necessary.

Responsibilities

• Meet clients to assess their situations, goals, and risk profiles.
• Produce tailored financial plans and investment strategies.
• Collaborate on cashflow modelling and suitability reports.
• Keep abreast of product developments and regulatory updates.
• Identify opportunities for business development through referrals.

Skills

Strong communication skills

Ethical approach to advice

Ability to work independently

Ability to work as part of a team

Education

Minimum Level 4 Diploma in Financial Planning

Job description

Client-First Culture Cardiff-Based IFA Seeks Experienced Financial Planner

Are you an experienced Financial Planner seeking a new role that values work-life balance, integrity, and long-term client relationships? This is your opportunity to join a forward-thinking, multi-office Independent Financial Adviser (IFA) firm in Cardiff that genuinely puts clients and staff at the heart of everything they do.

Why This Role Stands Out

• Up to GBP50,000 Salary + Annual Bonus
• Shorter Working Week - More time for what matters to you
• Collaborative and supportive culture across multiple offices
• Commitment to high-quality, ethical financial planning
• Well-established client base and strong lead flow

As a Financial Planner, you'll become a key member of the advisory team, delivering holistic financial advice that's truly in the client's best interests. The firm takes pride in providing a comprehensive, lifestyle-based planning service - backed by professional paraplanning and admin support to free up your time to focus on clients.

Key Responsibilities Include:

• Meeting clients to assess their current circumstances, financial goals, and risk profile
• Producing tailored financial plans and investment strategies
• Collaborating with the support team on cashflow modelling and suitability reports
• Keeping abreast of product developments and regulatory updates
• Representing the firm's planning and investment philosophy with clarity and integrity
• Identifying opportunities for business development through referrals and client engagement
• Maintaining CPD and Level 4 Diploma qualifications (essential)
• You'll be confident in building rapport with clients and thrive in a team that values both autonomy and collaboration. FCA-compliant advice and professionalism are a must.

What We're Looking For:

• Minimum Level 4 Diploma in Financial Planning
• Previous experience in an IFA or Wealth Management environment
• Strong communication skills and ethical approach to advice
• Ability to work both independently and as part of a team