Financial Planner (Existing Client Book)

ZipRecruiter; Cardiff; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

An established industry player in Cardiff is seeking a dedicated Financial Planner to manage an existing client portfolio. This role offers a competitive salary and the opportunity to inherit a significant book of business, allowing you to focus on client engagement and relationship management. With comprehensive Paraplanning and Administration support, you can maximize your potential and earnings in a supportive environment. This is an excellent chance to join a trusted firm and make a meaningful impact in your clients' financial journeys.

Benefits

Private Medical Insurance (PMI)

Death in Service (DIS)

28 days holiday + bank holidays

Full Paraplanning and Admin support

Qualifications

• 2+ years of advice experience.
• Proven track record of providing regulated Financial Advice.

Responsibilities

• Taking over an existing portfolio of clients.
• Focusing on client engagement and relationship management.

Skills

Financial Advice

Client Relationship Management

Business Development

Education

Level 4 Diploma (CII, CISI, or LIBF)

Job description

Job Description

Job Role: Financial Planner (Existing Client Book)

Location: South Wales (Cardiff Office)

Salary: £55,000–£65,000 + Bonus

Ref: 9589

Recruit UK is working with an established IFA in Cardiff who are seeking a Financial Planner to join their team. This role involves taking over an existing portfolio of clients, making it primarily a servicing position, with a small focus on expanding the book through referrals and business development.

The company has designed its proposition to free up adviser's time, allowing them to focus on client engagement and relationship management. Alongside full Paraplanning and Administration support, their client service team handles all pre- and post-meeting prep.

This is a field- and home-based role, with access to their Cardiff office.

What’s on Offer:

• Salary of £55,000–£65,000 + revenue-based bonus
• Benefits include PMI, DIS, 28 days holiday + bank holidays
• Existing portfolio to inherit with circa £30 million AUM
• Full Paraplanning and Admin support

Requirements:

• Level 4 Diploma (CII, CISI, or LIBF)
• 2+ years of advice experience
• Proven track record of providing regulated Financial Advice to private clients

This is an excellent opportunity to join a trusted local firm and seamlessly transition into a new role by taking over an established client base. With a robust support structure in place, you’ll have the tools needed to grow this portfolio and significantly boost your earnings.