Financial Advisor

We have an exciting opportunity for an existing Adviser looking to further progress their career with a progressive, forward looking business. The role involves looking after an existing client bank covering the South Wales area, predominantly in and around the Swansea area.

It is the opportunity to join a progressive, forward thinking, growing business, working as as part of a close knit team, with excellent support and development opportunities.

If you fit the following criteria, this could be the ideal role for you:

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• 2 years’ experience as an Adviser and achieved Competent Adviser Status (CAS)
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• Hold a current Statement of Professional Standing (SPS)
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• IT literate
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• Able to work from home or own office
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• Able to manage your own time and business relationships
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• Maintain and build a business model based around client support
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• Strong Compliance focus.
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• Brand aware and professional at all times
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• Passionate about your work and added value you give to clients
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• Forward thinking and accepting of change
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• Beyond ‘Fit and Proper’ standards
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• Aspirational in setting and achieving goals
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Key Benefits

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• Competitive salary between £45,000 - £48,000
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• Opportunity to start earning bonus immediately
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• Bonus paid on both Initial and Ongoing fees
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• 4% Profit Share
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• Contributory Pension Scheme
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• £3600pa car allowance, available immediately
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• 33 days holiday (inc Bank Holiday)
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• Paid time off over Christmas
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• Death in Service
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The firm was founded in 2010 and is the FT top 100 IFA firms, it is continuing to expand and represents a fantastic opportunity to join a rapidly growing business, with bold growth plans.