Financial Advisor

Role overview

A respected national wealth management and financial planning business is expanding in South Wales after a recent acquisition and is seeking an experienced Financial Planner to join the team. The position offers the chance to work within a well-established firm known for its client-first approach, strong growth plans, and supportive culture.

Location and compensation

This opportunity is based in South Wales, with coverage across Cardiff, Pontyclun, and Llanelli. The salary is up to £80,000 basic, depending on experience, with OTE of £100,000+ and a car allowance.

Why this role stands out

• An established client bank will be handed over to the successful adviser.
• The role includes approximately £50m in assets under management.
• There is around £345k in recurring income attached to the book.
• Advisers are backed by a strong internal support team.
• The business offers in-house investment expertise and modern technology.
• It is a growth-led organisation that continues to invest in its advisers.

What the employer is looking for

The ideal candidate will bring a minimum Level 4 Diploma, a track record of giving regulated financial advice, strong technical knowledge, and the ability to build trusted client relationships. The role also requires confidence in meeting clients in person across South Wales.

Additional information

This position is best suited to an adviser who wants to take on a high-quality client bank and develop long-term within a progressive, well-supported environment. Interested candidates can reach out for a confidential conversation.