Personal Wealth Advisor

IDEX Consulting; Cardiff; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Cardiff is seeking an experienced Personal Wealth Adviser to deliver tailored financial planning advice. You will build and manage client relationships, assisting them in achieving their long-term goals. The ideal candidate will have a Level 4 Diploma in Financial Advice and proven experience in financial planning, with strong communication and relationship-building skills. This role offers an attractive salary starting from £63,000 and a generous benefits package.

Benefits

Attractive Base Salary

Transparent Bonus Scheme

Generous Holiday Allowance

Pension Contributions

Flexible Benefits

Professional Growth

Work-Life Balance

Qualifications

• Proven experience delivering comprehensive financial planning.
• Strong knowledge across investments, pensions, and protection.
• Commitment to professional standards and continuous learning.

Responsibilities

• Deliver holistic financial planning advice to clients.
• Build and manage trusted, long-lasting client relationships.
• Onboard new clients and expand portfolio through business development.

Skills

Communication skills

Relationship building

Attention to detail

Financial planning

Education

Level 4 Diploma in Financial Advice

Job description

Are you an experienced Financial Adviser who thrives on building trusted relationships and helping clients achieve their long-term goals? This is a unique opportunity to join a market-leading organisation that puts clients at the heart of everything they do, offering you the platform, resources, and rewards to excel.

Why join?

• Attractive Base Salary: Starting from £63,000 (dependent on experience).
• Transparent Bonus Scheme: Discretionary performance-related bonuses, with the opportunity to significantly increase your total earnings.
• Generous Holiday Allowance: 30 days annual leave plus bank holidays, with flexibility to buy or sell additional days.
• Pension Contributions: Up to 9% employer contribution on top of your own.
• Flexible Benefits: A cash allowance of 4% of salary to use towards benefits of your choice - or take as cash.
• Professional Growth: Support with continuous development, professional qualifications, and pathways to Chartered status.
• Work-Life Balance: Hybrid working with client meetings delivered in person and virtually.

The Role

As a Personal Wealth Adviser, you will:

• Deliver holistic financial planning advice that helps clients meet both immediate and long-term goals.
• Build and manage trusted, long-lasting client relationships.
• Onboard new clients and expand your portfolio through referrals and business development strategies.
• Apply cashflow modelling and technical analysis to create tailored financial plans.
• Stay ahead of regulatory and market developments to ensure best client outcomes.

About You

We are looking for someone who can demonstrate:

• Level 4 Diploma in Financial Advice (Level 6 / Chartered desired but not essential).
• Proven experience delivering comprehensive financial planning.
• Strong knowledge across investments, pensions, and protection.
• Excellent communication and relationship-building skills.
• Attention to detail and the ability to manage a varied portfolio in a dynamic environment.
• Commitment to professional standards and continuous learning.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.