Job Title: Financial Adviser
Industry: Financial Services
Location: Exeter, Cardiff, Cheltenham and Swindon
Salary: Up to £80,000 + Bonus
Job Reference: 9526
Job Description:
An excellent opportunity has arisen for an experienced and motivated Financial Adviser to join a growing, forward-thinking financial planning business with offices across the Exeter, Cardiff, Cheltenham and Swindon.
This role provides an exciting platform to deliver independent, holistic financial advice to high-net-worth and mass-affluent clients. You’ll have access to the infrastructure, support, and systems needed to focus on providing first-class client outcomes. The business has a collaborative and professional culture that values quality over quantity, allowing advisers to build meaningful client relationships, supported by dedicated paraplanning, compliance, and administration teams.
This is a growth-led position, engaging with new HNW client enquiries and established introducer networks. You’ll focus on developing and managing your own client bank, with full support provided at every stage of the advice process.
You’ll be joining a respected, independent firm that combines the personal feel of a regional practice with the resources and stability of a national advice network. Their approach centres on doing the right thing for clients, colleagues, and the community. Advisers benefit from a strong compliance framework, modern technology, and robust marketing support that makes growing your client base both efficient and sustainable.
Your responsibilities include:
* Providing fully independent financial advice and personalised recommendations
* Managing, developing, and retaining a portfolio of clients
* Collaborating closely with internal support teams to deliver exceptional service
* Working flexibly across home and local office environments to best meet client needs
What’s in it for you:
* Competitive starting salary Up to £80,000 basic
* Highly achievable validation
* Attractive bonus scheme
* HNW client leads – typical portfolios £300k+
* Excellent benefits package, including:
o Salary sacrifice options on Private Medical Insurance (PMI)
o Death in Service (DIS)
o 25 days holiday + BH and Pension
* Study and professional development support
* IFA, Paraplanning, Compliance, and Admin support
* Hybrid and flexible working options – home and office-based balance
Skills and experience required:
* Diploma (Dip PFS) or equivalent Level 4 qualification (minimum)
* At least 1 year’s experience in providing financial advice
* Proven ability to build and maintain trusted client relationships
* A proactive, client-focused approach with strong communication skills
This is a fantastic opportunity to join a forward-thinking firm that truly values its advisers and invests in their success. If you’re passionate about delivering high-quality financial advice and want to work in a culture that rewards integrity and results, we encourage you to get in touch today.