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Independent Financial Adviser

JR United Kingdom

Stockport

On-site

GBP 45,000 - 55,000

Full time

2 days ago
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Job summary

A leading financial planning firm in Cardiff seeks an experienced Independent Financial Adviser to inherit a client book and provide high-quality financial advice. This role emphasizes client relationships and regulatory compliance, offering competitive salary and ongoing professional development.

Benefits

Salary up to £55,000 plus performance-based bonuses
Client book provided
Support with professional fees and exams
Employee wellbeing and assistance programmes
Discounts with local businesses and other employee perks

Qualifications

  • Proven experience advising high-net-worth clients across various financial planning areas.
  • Up-to-date regulatory understanding.
  • Desirable qualifications include Chartered Financial Planner or CFP.

Responsibilities

  • Deliver personalised financial advice covering pensions, investments, tax, protection, and estate planning.
  • Build and maintain long-term client relationships through regular reviews.
  • Develop new business opportunities through networking and referrals.

Skills

Client-first mindset
Interpersonal skills
Strong technical knowledge

Education

Level 4 Diploma in Financial Planning
SPS (Statement of Professional Standing)
Additional qualifications such as Chartered Financial Planner or CFP

Job description

Social network you want to login/join with:

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Client:

mbf

Location:

stockport, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

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Job Views:

3

Posted:

07.06.2025

Expiry Date:

22.07.2025

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Job Description:

An exciting opportunity has arisen for an experienced Independent Financial Adviser (IFA) to join a well-established and highly regarded financial planning team based in Cardiff. This is an integral appointment for a successful firm offering the chance to take over an existing client book and continue to grow through warm internal referrals and your own business development.

The Opportunity:

  • Inherit a client book of approximately 100 clients, representing around £23 million in AUM and £100k in recurring income
  • Provide high-quality, holistic financial planning advice to high-net-worth individuals
  • Work closely with internal departments who generate ongoing client referrals
  • Join a firm committed to client outcomes, compliance, and ongoing adviser support

Key Responsibilities:

  • Deliver personalised financial advice covering pensions, investments, tax, protection, and estate planning
  • Build and maintain long-term client relationships through regular reviews and tailored solutions
  • Develop new business opportunities through networking, referrals, and cross-department collaboration
  • Ensure all advice and documentation complies with regulatory requirements

What You’ll Need:

  • Level 4 Diploma in Financial Planning (DipPFS or equivalent)
  • SPS (Statement of Professional Standing)
  • Proven experience advising high-net-worth clients across a range of financial planning areas
  • Strong technical knowledge and up-to-date regulatory understanding
  • A client-first mindset and excellent interpersonal skills
  • Additional qualifications such as Chartered Financial Planner or CFP are highly desirable

Benefits Include:

  • Salary up to £55,000 (DOE) plus performance-based bonuses
  • Client book provided
  • Support with professional fees and exams
  • Employee wellbeing and assistance programmes
  • Discounts with local businesses and other employee perks

This is a unique opportunity to step into a fully supported role with an active client base and ongoing development potential.

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