Experienced Financial Adviser

Experienced Financial Adviser CardiffSalary: 70k-80k + Bonus Existing client bank £60m+ AUM (Apply online only) clients Ready to accelerate your career without the endless grind of building a client bank? This role puts you straight into an established portfolio, so you can focus on what matters: giving great advice and growing your book. Join a people-first firm that s invested in your future. With significant wealth transitions happening, the timing couldn t be better to support clients through life s biggest financial moments! Why this role? Step straight into an existing client bank - no waiting. Attractive bonus structure. Warm leads and referrals to keep your pipeline flowing. Dedicated admin and compliance support will free you up to advise. Modern tech tools to streamline your day. Your day-to-day: Provide holistic advice on pensions, investments, and protection. Build tailored financial plans and deliver regular reviews. Deepen long-term client relationships. Convert new business from referrals and leads. Keep up to date with market changes and regulations. Work alongside a supportive team focused on compliance and client success. What You ll need: Level 4 Diploma qualified, with experience. Client-focused, ethical, and driven to perform. Happy to travel for face-to-face meetings when needed. Ready to stop starting over? If you want to fast-track your career with a forward-thinking firm that values your expertise, let s connect. Send a message to learn more ..... full job details .....
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