Location
Cardiff
Salary £35000 - £50000 TypePermanent WorkplaceOn-Site Ref89330
IFA Adviser Cardiff £50,000+ (Flexible for the Right Candidate)
We are partnered with a long-established, financial planning firm with a strong presence in Cardiff. The business is continuing to expand and is now seeking an experienced, relationship-driven IFA to join its highly stable and supportive team.
With advisers typically staying 1015+ years, the culture is relaxed, flexible and people-focused, while maintaining high professional and compliance standards. This is an excellent opportunity for an adviser looking for longevity, genuine career development and the potential to take on retiring advisers client books.
Benefits
Salary around £50,000 (open and flexible for the right candidate)
Hybrid working up to 2 days WFH
MondayThursday working pattern, with occasional Friday client meetings
Full benefits package
Opportunities to inherit clients from retiring advisers
Supportive leadership team and transparent remuneration discussions
Key Responsibilities
Managing and developing long-term client relationships
Providing full regulated financial advice across investments, pensions and protection
Meeting clients both in Cardiff and occasionally further afield
Working closely with paraplanners and client support teams
Conducting thorough fact finds, suitability assessments and recommendations
Maintaining high compliance standards within an international regulatory framework
Building your long-term client base, with progression opportunities as the business grows
Requirements
Level 4 Diploma qualified (minimum)
Experience as an IFA or Financial Adviser
Strong relationship-building and communication skills
Confident, honest and transparent around remuneration expectations
Client-focused approach with long-term career ambition
Comfortable working in a flexible, relaxed but professional environment
Whats Next?
If youre looking for a genuinely supportive, long-term advisory role within a stable and growing firm, wed love to speak with you.
One of our consultants will be in touch to discuss your background, goals and whether this opportunity, or another we represent, could be the right fit.
Know someone who may be ideal? Refer them to us and earn £250 when we help them secure their next role.