Independent Financial Adviser (IFA)

Exchange Street Claims ltd; Wales; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in the United Kingdom is seeking an experienced Independent Financial Advisor to manage a large client base, primarily business owners. The firm offers a competitive salary of £60,000 - £80,000, with bonuses based on performance, alongside a comprehensive benefits package that includes 25 days of holiday and pension options. Ideal candidates will have over 5 years of financial planning experience, possess strong technical skills, and be capable of building long-term client relationships.

Benefits

25 days holiday + bank holidays

Chance to buy or sell up to 5 days a year

Pension

Healthcare

Qualifications

• Proven track record in financial planning with business owners.
• Strong relationship-building skills.
• Ability to work independently while collaborating with a support team.

Responsibilities

• Build relationships and manage a large client base.
• Provide independent financial advice.
• Specialize based on individual preference.

Skills

Self-starter

Confident financial planner

Good technical skills

Ability to leverage internal relationships

Education

5+ years post-CAS advice experience

On track to Chartered

Job description

Overview

When we say this is a big opportunity we mean it. And we have the evidence to back it up. Here you'll be the only IFA in a region (Cardiff/Swansea) that has 6,500 accountancy clients. For context another region with 12,000 accountancy clients supports 8 IFAs and those planners are writing £500,000 - £750,000 per annum. So let's just say you'll have plenty to go at.

And it's not only a quantity thing. 80% of clients are business owners so there's a lot of scope for high income cases and referrals. Plus the South Wales team has referred to a financial planner in the past. Yes you'll need to build relationships but you won't be banging your head against the wall - this is a team/business that "gets" financial planning.

This appreciation extends to the admin and paraplanning support you'll receive. At this firm they want their planners getting referrals and seeing clients. With the support on offer that's exactly what you'll get to do.

As for management style it's light touch. The leadership team have been at the business for years and continue to lead from the front. They empower their IFAs and trust them to get on with the job at hand whilst at the same time continuing to bang the drum for financial planning.

Salary is £60,000 - £80,000 but there is some flexibility based on performance/experience/exam status. There's a bonus scheme where you earn 25% over validation and a full benefits package including:

• 25 days holiday + bank holidays
• The chance to buy or sell up to 5 days a year
• Pension
• Healthcare

Yes there's some hard work ahead. But there's a huge client book to approach aided by supportive colleagues. You'll be independent with your advice and also how you operate. There's scope to specialise if you want to. And you'll have the support of the wider financial planning team to draw on.

Here's what you'll need:

You'll be a self-starter and a confident financial planner with 5+ years post-CAS advice experience. You'll have good technical skills and be on the way to Chartered if you aren't already. But your mindset, drive and ability to leverage internal relationships is of more importance. This is a big opportunity but the company knows that it is a medium/long-term one so have their expectations set accordingly. And so will you - this is somewhere you can end your career but in the short-term there's a lot of work ahead. There will be opportunities where you can earn more initially and if that's your focus this one isn't for you.

You will be a visible presence in the region but the firm know you'll spend a lot of time out and about seeing clients. Flexibility is the key word here. You'll want to work for an independent financial planner.

Want to know more? Click apply and we'll be in touch. If you don't have a CV send us a way of contacting you. We can come to the CV later. Everyone will receive a response.