Independent Financial adviser

Posted 5 hours 21 minutes ago by CFP JOBS

Permanent
Full Time
Other
West Glamorgan, Swansea, United Kingdom, SA1 4
Job Description
Independent Financial Adviser

Competitive salary + revenue bonus

Our client is an ambitious and growing financial advice business with a nationwide presence and a strong reputation for delivering exceptional service. With more than 70 advisers across the UK and recognition as an FT Top-100 firm, they are continuing to expand and are looking for talented advisers to join their Private Clients team.

About the role

This is an exciting opportunity for a motivated financial adviser to take on an established client portfolio within our client's Private Clients division. Following a supported transition period, the successful candidate will manage an existing adviser agency where 70% of targets are already contracted, providing a strong platform to build long-term client relationships and achieve continued success.

What we're looking for
  • At least 2 years' experience as a financial adviser and Competent Adviser Status (CAS)
  • A current Statement of Professional Standing (SPS)
  • Good IT skills and confidence using digital systems
  • The ability to work from home or from your own office
  • Strong self-management, organisation, and relationship-building skills
  • A client-focused approach and the ability to support and grow an ongoing business model
  • A positive attitude towards compliance, structure, and professional standards
  • A genuine appreciation for quality, professionalism, and delivering added value to clients
  • A forward-thinking mindset and openness to change
  • High personal standards, ambition, and a drive to achieve goals
What you'll get in return
  • Competitive salary and revenue bonus
  • Car allowance plus mileage allowance
  • Mobile phone, laptop and full home office set up
  • A unique payment structure linked to an existing agency business
  • The opportunity to inherit an established adviser agency after a transition period
  • Flexible working, including home-based working
  • Structured induction, training, and mentoring support
  • Helpdesk and operational support to help you succeed
  • Secure business networking and communication tools
  • A client-focused website and quality branded materials
  • Compliance support and protection

Candidates with the required experience who are looking for a stable, supportive, and growth-focused opportunity are encouraged to apply.