Financial Advisor

Cavendish Maine; Wales; On-site; GBP 60,000 - 80,000; Full time

Job summary

A growing Financial Planning firm in South Wales is seeking an experienced Advisor to service an existing client bank. You will provide regulated financial advice on investments, pensions, protection, and tax planning while conducting thorough client reviews. The successful candidate will be diploma qualified and possess strong technical knowledge of Financial Planning. The role offers a salary range of £60k to £80k depending on experience, along with bonus and extensive company benefits.

Benefits

Car Allowance

Extensive Company Benefits

Qualifications

• Strong technical knowledge across all aspects of Financial Planning.

Responsibilities

• Provide regulated financial advice across investments, pensions, protection, and tax planning.
• Conduct thorough reviews of clients’ financial circumstances, needs, and objectives.
• Research and recommend suitable products and solutions.
• Prepare and present clear, personalised financial plans.
• Contribute to business growth by identifying new opportunities.

Skills

IT literate

Excellent relationship building skills

Pro-active with a desire to provide the best possible service

Education

Diploma qualified Advisor

Job description

Overview

This rapidly growing Financial Planning firm provides high-quality, comprehensive advice to individuals, families, and businesses and is looking for an experienced Advisor to service an existing client bank in South Wales.

Role and Responsibilities

• Provide regulated financial advice across investments, pensions, protection, and tax planning.
• Conduct thorough reviews of clients’ financial circumstances, needs, and objectives.
• Research and recommend suitable products and solutions, from the centralised investment proposition.
• Prepare and present clear, personalised financial plans and suitability reports.
• Contribute to business growth by identifying new opportunities, developing existing client relationships, and supporting marketing initiatives.

This is an employed role with an established client blank and Paraplanning and admin support provided.

The Individual

The successful candidate will be a Diploma qualified Advisor with strong technical knowledge across all aspects of Financial Planning.

Other desired skills:

• IT literate
• Excellent relationship building skills
• Pro‑active with a desire to provide the best possible service to clients.

The Package

Salary £60k‑£80k DOE + bonus

Car Allowance

Extensive Company Benefits

Contact

Contact: Karen Cummins

Reference

Reference: KC/99819

Candidate Care

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.