Location
Swansea Vale
Salary Competitive TypePermanent WorkplaceOn-Site Ref88484
Recruiter Managing This Role
Chartered Financial Adviser
Location: Swansea
The Opportunity
Were working with a respected and growing wealth management firm seeking an experienced and qualified Chartered Financial Adviser. This is an excellent opportunity for someone who is driven, client-focused, and passionate about providing holistic financial planning solutions to a loyal and growing client base.
Key Responsibilities
1. Deliver tailored financial advice across pensions, investments, protection, IHT and estate planning
2. Manage and develop relationships with an existing portfolio of high-net-worth clients
3. Identify new business opportunities through referrals and networking
4. Conduct in-depth fact finds and produce high-quality financial plans
5. Work closely with paraplanners and administrators to ensure compliant and efficient delivery
6. Maintain detailed and compliant client records in line with FCA regulations