Location
Swansea
Salary £45000 - £50000 TypePermanent WorkplaceOn-Site Ref88479
Independent Financial Adviser (IFA) Employed or Self-Employed
Location: Swansea (Hybrid or On-site)
Contract Type: Full-Time | Permanent
Package: £50,000 + Uncapped Bonus | 30 Days Holiday | Flexible Pension Options
Start Date: ASAP (Flexible)
Are you an experienced IFA looking for a fresh opportunity with no pressure to bring your own clients? Or perhaps a senior paraplanner with client facing experience ready to step into a Financial Advisor role with full support and funding for qualifications?
Were working with a well-established, client-centric financial advisory firm in Swansea thats looking to expand its team. With over £50M in active AUM and a further £15M in legacy clients, theres a strong pipeline of business ready to be serviced. This is a rare opportunity to join a firm where the focus is on quality advice, long-term relationships, and genuine client care, not just chasing leads.
The Role
Reporting directly to the director, youll be stepping into a role designed to share an existing workload, not build from scratch. Youll work with a loyal client base, many of whom have been with the firm for decades, and youll have the autonomy to manage your own diary while benefiting from the support of a respected network.
Key Responsibilities:
1. Provide holistic financial advice to a wide range of clients
2. Manage and grow relationships with existing clients
3. Identify opportunities within legacy AUM
4. Stay up to date with industry changes and maintain CPD
What Were Looking For:
5. Qualified Financial Adviser (Level 4 Diploma minimum)
6. OR an experienced senior paraplanner ready to transition into advising (training and funding provided)
7. Strong pensions knowledge and experience with legacy clients
8. Self-sufficient, and confident in managing client relationships
9. Someone who thrives in a collaborative, client-first environment
Why Join?
10. No need to bring clients theres more than enough inbound business
11. Uncapped earning potential generous bonus/commission scheme in place
12. Holidays 30 days inclusive of public holidays
13. Training & development full support for qualifications and CPD
14. Pension Flexible to enroll into your choice of pension scheme
15. Flexible employment model employed or self-employed options available
16. Supportive culture work alongside a highly experienced adviser in a respected firm
17. Long-term client relationships many clients span multiple generations
This is an excellent opportunity to join a respected, independent firm where client service, teamwork, and professional growth are front and centre. If youre ready to step into a role with real autonomy and long-term opportunity, wed love to hear from you.
Please apply using the link provided, or feel free to reach out to me via LinkedIn, phone, or email.