Financial Advisor (Fully remote)

Spiral Solutions Recruitment Ltd; Cardiff; Remote; GBP 35,000 - 70,000; Full time

Benefits offered by this job

Renowned brand

Uncapped earnings potential

Lead generation support

Autonomy with backing

Job summary

Spiral Solutions Recruitment Ltd is assisting a well-respected financial advisory firm in Cardiff to find driven Financial Advisors or Trainee Advisors. You will leverage a strong reputation to grow your client base and build a thriving advisory practice.

Join a firm with uncapped earning potential, full autonomy, and robust lead support. Ideal candidates are self-motivated, with Level 4 Diploma in Financial Planning or working toward it, and excellent communication skills to convert

Qualifications

• Self-motivated and proactive to build an advisory portfolio.
• Strong communication skills to build trust and convert opportunities.
• Client-first mindset and networking to grow the client base.

Responsibilities

Skills

Ambition

Communication

Networking

Self-motivation

Education

Level 4 Diploma in Financial Planning

Job description

Are you a driven Financial Advisor or Trainee Advisor ready to elevate your career?

Whether you are an experienced adviser looking for a better platform to grow your client base, or a hungry, newly qualified professional eager to make your mark, we want to hear from you!

I am representing a well-respected and renowned financial advisory firm currently undergoing exciting growth. With over 250 5-star Google reviews, Thier reputation for excellence, trust, and client satisfaction speaks for itself—giving you the ultimate foundation to build a thriving business.

What they Offer

• A Trusted, Renowned Brand: Leverage our 5-star reputation to gain instant credibility with prospective clients.
• Uncapped Earning Potential: Build a lucrative business with no ceiling on your income.
• Business & Lead Support: Access our established marketing frameworks and lead-generation channels to help keep your pipeline strong.
• Full Autonomy: Enjoy the freedom and flexibility while benefiting from the backing and infrastructure of an established team.
• Career Growth & Mentorship: Experienced advisors get the freedom to scale; new advisers get the guidance and support needed to succeed.
• A Healthy lead Pipeline: Best in Class SEO Driven Lead Pipleine form day one!

What We Are Looking For

• Drive & Ambition: You are self-motivated, proactive, and eager to build a successful advisory portfolio.
• Qualifications: Level 4 Diploma in Financial Planning (or equivalent/working towards completion).
• Client-First Mindset: You take pride in delivering top-tier service and upholding the standard that earned us our 250+ 5-star reviews.
• Strong Communication Skills: Ability to build trust, network effectively, and convert opportunities into long-term client relationships.