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.