Employed Financial Adviser
Existing Client Bank
South Wales - Remote Role
We're working with an independent and well-established financial planning firm that is looking to appoint a Financial Adviser to take over a fully serviced client bank in South Wales.
This is an employed position with an excellent package, a strong support structure, and a clear runway to success — ideal for an experienced adviser looking to focus on delivering quality advice and long-term relationships.
The Opportunity:
* Take on an existing client bank with approx. £38m AUM and £170k recurring income
* Servicing clients across a broad mix of low, mid, and high-net-worth individuals
* Strong recent new business performance
* Supported transition with handover from local advisers, client care team, and your manager
What's on Offer?
* Basic Salary: Circa £40,000 (depending on experience)
* Car Allowance
* Bonus: 15% production bonus (quarterly) on all generated income (initial & ongoing)
* Mileage
* Company laptop and mobile
* 33 days holiday (including bank holidays)
* Christmas shutdown fully paid
* Death in Service
* Wellbeing App – Discounts, GP access, counselling, and more
* Discretionary Profit Share – historically 4% of salary paid annually
* Enhanced bereavement leave
Ideal Candidate Profile
* Level 4 Diploma qualified (minimum)
* Proven experience in advising clients on pensions, investments, and holistic financial planning
* Comfortable working both virtually and face-to-face
* Strong relationship-builder with a client-first mindset
This is a great opportunity for an adviser who wants to
focus on clients
, not chasing leads. With strong back-office support and a warm client base already in place, you can step into a successful setup with everything you need to thrive.
For more information on this employed remote financial planner role click apply