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mbf
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Job Views:
3
Posted:
07.06.2025
Expiry Date:
22.07.2025
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Job Description:
An exciting opportunity has arisen for an experienced Independent Financial Adviser (IFA) to join a well-established and highly regarded financial planning team based in Cardiff. This is an integral appointment for a successful firm offering the chance to take over an existing client book and continue to grow through warm internal referrals and your own business development.
The Opportunity:
* Inherit a client book of approximately 100 clients, representing around £23 million in AUM and £100k in recurring income
* Provide high-quality, holistic financial planning advice to high-net-worth individuals
* Work closely with internal departments who generate ongoing client referrals
* Join a firm committed to client outcomes, compliance, and ongoing adviser support
Key Responsibilities:
* Deliver personalised financial advice covering pensions, investments, tax, protection, and estate planning
* Build and maintain long-term client relationships through regular reviews and tailored solutions
* Develop new business opportunities through networking, referrals, and cross-department collaboration
* Ensure all advice and documentation complies with regulatory requirements
What You’ll Need:
* Level 4 Diploma in Financial Planning (DipPFS or equivalent)
* SPS (Statement of Professional Standing)
* Proven experience advising high-net-worth clients across a range of financial planning areas
* Strong technical knowledge and up-to-date regulatory understanding
* A client-first mindset and excellent interpersonal skills
* Additional qualifications such as Chartered Financial Planner or CFP are highly desirable
Benefits Include:
* Salary up to £55,000 (DOE) plus performance-based bonuses
* Client book provided
* Support with professional fees and exams
* Employee wellbeing and assistance programmes
* Discounts with local businesses and other employee perks
This is a unique opportunity to step into a fully supported role with an active client base and ongoing development potential.
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