Financial Advisor

Avocet Legal; Cardiff; On-site; GBP 50,000 - 60,000; Full time

Job summary

A leading financial planning firm in Cardiff seeks an experienced Financial Advisor to manage a substantial client portfolio. This is a unique opportunity to grow within a supportive environment, focused on delivering exceptional client outcomes while contributing to the firm's growth strategy. The ideal candidate will have strong technical knowledge and relationship-building skills.

Benefits

Performance-related bonuses

28 days annual leave plus bank holidays

Excellent pension scheme

Funding towards Chartered status

Comprehensive flexible benefits package

Qualifications

• Experience as a Financial Advisor with a substantial client portfolio.
• Strong awareness of the regulatory regime in financial advising.
• Current Statement of Professional Standing (SPS) and up-to-date CPD.

Responsibilities

• Manage a client portfolio of approximately 300 clients.
• Conduct regular client reviews and ensure high standards of service.
• Keep informed on current market trends to provide up-to-date advice.

Skills

Relationship Building

Financial Analysis

Client Management

Interpersonal Skills

Presentation Skills

Education

Degree level education or similar professional qualification

Chartered status or progressing towards

Tools

Financial Planning Software

Job description

Jo (Mrs H) at Avocet Commercial Careers is delighted to present this outstanding opportunity for a Financial Advisor to join a highly respected financial planning firm in Cardiff.

This is an exceptional chance to advance your career within a dynamic organisation that values professional excellence whilst making a meaningful difference to clients' financial futures.

About the Client

Our client is a leading financial planning firm with a strong reputation for delivering high-quality, compliant, and client-focused advice to support their clients' financial growth and stability.

With a focus on both business growth and client satisfaction, the firm provides excellent support through their paraplanning and client service administration teams, allowing Financial Advisors to concentrate on delivering exceptional advice and building lasting client relationships.

About the Role

This is an outstanding opportunity for an experienced Financial Advisor to join a thriving practice and take responsibility for a substantial client portfolio of approximately 300 clients. You will play a key role in the firm's growth strategy with a focus on new asset generation and revenue whilst maintaining the highest standards of client service.

Financial Advisor Responsibilities

• Manage a client portfolio of approximately 300 clients, providing holistic financial planning consultations
• Conduct regular client reviews in accordance with the firm's review schedule and suitability process
• Ensure clients receive appropriate standards of service and communication at all times
• Manage client investment portfolios to ensure continued stability and growth of wealth funds
• Recommend pension plans and retirement schemes on an individual basis as appropriate
• Assist clients with debt consolidation and financial solvency strategies
• Analyse client finances and provide comprehensive financial forecasts for the future
• Keep informed on current market trends and predictions to provide up-to-date advice
• Develop relationships to retain existing clients and grow the client base through lead generation
• Ensure all activities comply with UK financial laws and regulations

Financial Advisor Requirements

• Degree level education or similar professional qualification
• Ideally Chartered status (or progressing towards) with demonstrated practical application of technical knowledge
• Current Statement of Professional Standing (SPS) and up-to-date CPD
• Strong awareness of regulatory regime and application to advisory firms
• Familiarity with the CFP six-step financial planning process
• Excellent interpersonal skills with ability to build trust with confident private clients
• Ability to analyse and interpret quantitative and qualitative data effectively
• Strong presentation skills for delivering solutions to clients and technical subjects to professionals
• Tactful, trustworthy, diplomatic with ability to maintain confidentiality
• Proficiency in financial planning software and technology
• Comfortable working independently, setting personal goals and managing conflicting deadlines

Benefits

• Competitive salary £50,000 - £60,000 dependent on experience
• Performance-related bonuses
• 28 days annual leave plus bank holidays with additional holiday entitlement after 3 and 5 years of service
• Excellent pension scheme
• Comprehensive flexible benefits package
• Professional development support including funding towards Chartered status
• Comprehensive paraplanning and administrative support

The Ideal Candidate

The ideal candidate will be an experienced Financial Advisor with a proven track record of managing substantial client portfolios and delivering exceptional client outcomes. You will have strong technical knowledge combined with excellent relationship-building skills and the ability to work effectively with high-net-worth individuals.

You should be someone who thrives on helping clients achieve their financial goals whilst building a successful career within a supportive and professional environment. The successful candidate will be committed to maintaining the highest professional standards, staying current with regulatory requirements, and continuously developing their technical expertise to benefit both clients and the firm.

For a confidential discussion about this exceptional opportunity, please contact Jo (Mrs H) at Avocet Commercial Careers.