Independent Financial Advisor

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

Independent Financial Adviser (Cardiff Office)

Fairstone Group Ltd is one of the UK’s largest Chartered Financial Planning firms, offering independent whole‑of‑market advice. We are committed to delivering exceptional client outcomes and maintaining a Defaqto 5‑star rating for our core managed investment portfolios.

We are actively looking to recruit a number of Independent Financial Advisers for our newly opening Cardiff office in February 2026.

Responsibilities:

• You must be “entrepreneurially spirited” and be able to grow and develop a portfolio of clients with support.
• Research and analyse all suitable solutions to meet the client’s needs.
• Gather, analyse, and document all information needed to provide financial advice according to Fairstone standards.
• Keep client records updated to understand their objectives and make suitable recommendations, maintaining regular contact with clients.
• Provide advice when needed and ensure strong service to support the annual review process.
• Stay informed about changes that affect clients’ financial situations.

Skills & attributes:

• Willing to study advanced qualifications and keen to progress to Chartered status.
• Skilled in delivering presentations.
• Knowledgeable about financial markets and products.
• Able to identify the specific needs and requirements of clients.
• Capable of developing strategic relationships within the industry.
• Proactive and able to demonstrate initiative.

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

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Sales and Consulting

Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination based on age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.