Cardiff Independent Financial Adviser — Grow Your Client Portfolio

Fairstone Group; Cardiff; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in Cardiff is seeking an Independent Financial Adviser to manage and grow a portfolio of clients. You will be responsible for researching solutions, providing financial advice, and ensuring strong client service. Ideal candidates should have knowledge of financial markets and a willingness to pursue Chartered status. This full-time role offers competitive benefits including a pension scheme and generous leave allowance.

Benefits

Company pension scheme

Death in service

25 days annual leave

Birthday as an additional day off

Opportunity to purchase additional holidays

Enhanced family friendly policies

Cycle to work scheme

Qualifications

• Willing to study for advanced qualifications and keen to progress to Chartered status.
• Skilled in delivering presentations.
• Knowledgeable about financial markets and products.

Responsibilities

• Grow and develop a portfolio of clients with support.
• Research and analyse suitable solutions to meet clients’ needs.
• Document all information needed to provide financial advice.

Skills

Presentation skills

Financial markets knowledge

Client needs identification

Initiative

Education

Advanced financial qualifications

Job description

A leading financial planning firm in Cardiff is seeking an Independent Financial Adviser to manage and grow a portfolio of clients. You will be responsible for researching solutions, providing financial advice, and ensuring strong client service. Ideal candidates should have knowledge of financial markets and a willingness to pursue Chartered status. This full-time role offers competitive benefits including a pension scheme and generous leave allowance.