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:

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

Key Benefits

• Competitive salary between £45,000 - £48,000
• Opportunity to start earning bonus immediately
• Bonus paid on both Initial and Ongoing fees
• 4% Profit Share
• Contributory Pension Scheme
• £3600pa car allowance, available immediately
• 33 days holiday (inc Bank Holiday)
• Paid time off over Christmas
• Death in Service

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.