Financial Planner

Recruit UK; Cardiff; On-site; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

Remote working

Leads provided

25 days holiday

Christmas closure

Private medical insurance

5% pension contribution

Career progression

Job summary

Recruit UK is actively seeking a Financial Adviser to join a boutique financial planning firm in Cardiff/Swansea. You can choose employed or self-employed contracts, with hybrid or remote work options and a ready-made client book and leads.

The role welcomes advisers with 2–20 years of experience and offers support from in-house mortgage and protection advisers to provide holistic advice. A Level 4 Diploma is expected, with Chartered status as a bonus.

Qualifications

• Experience working as a Financial Adviser, preferably in an independent firm.
• Strong ability to manage and grow client relationships.
• Solid knowledge of UK market and FCA regulations.

Skills

Relationship building

Client advisory

Financial planning

Education

Level 4 Diploma

Job description

Job Title: Financial Adviser

Industry: Financial Planning

Location: Cardiff / Swansea

Salary: £50-60,000 OR self employed

Job Reference: 10573

Job Description:

Recruit UK are working on an exciting opportunity for a Financial Adviser to join a Financial Planning firm.

Our client is a boutique and successful financial planning firm who are fully independent and directly authorised. They have a client book and flourishing client lead source that they are looking for support with. They can offer both self employed and employed contracts depending on your preference and they use a leading compliance firm for all their regulatory needs.

Whether you have 2 years, or 20 years experience, this role could be perfect for you! They also have in house mortgage and protection advisers who you can work closely alongside to ensure clients are offered a holistic level of advice. You don't need to be tied to an office either, and can work more remotely, from home and seeing clients, if this suits you best.

Benefits:

• Employed or Self employed contracts available
• Hybrid working, or predominately remote working if preferred
• Clients/leads
• 25 days holiday
• Christmas closure
• Private medical insurance
• 5% employer pension contribution
• Progression opportunities to specialist mortgage or Financial Planning (investments/pensions)

Skills and experience required:

• Experience working in a Financial Planning Adviser position essential, in an independent firm ideal
• Extensive experience managing and building strong relationships
• Good knowledge of UK market and FCA regulations
• Level 4 Diploma minimum, working towards Chartered added bonus