Current jobs related to Financial Adviser in Cardiff - Cardiff, Cardiff - Ramsay & White


  • Cardiff, Cardiff, United Kingdom Recruit UK Full time

    Job Title: Financial Planning Administrator Industry: Wealth Management Location: Cardiff Job reference: 9164 Salary: up to £26,000 Recruit UK are working on behalf of a well-regarded Independent Financial Planning firm in Cardiff, to find a talented Financial Planning Administrator. This is a fantastic opportunity to join a dedicated team of Independent...


  • Cardiff, Cardiff, United Kingdom Pertemps Cardiff Full time

    Job Title: Branch AdministratorLocation: CardiffPay:11.68p/hWhen the successful candidate has transferred to permanent the salary will increase to:£25,000 per annum£26,000 per annum after completion of First Aid and ISOH courses(Fully funded)Job Type:Temporary to PermanentWorking Hours:Monday to Friday 08:00 - 17:00Excellent company benefits to include: 26...


  • Cardiff, Cardiff, United Kingdom Cardiff Bus Full time

    About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at Cardiff Bus. This is a permanent role working 37 hours per week.The successful candidate will be part of our finance team and responsible for maintaining an efficient and accurate accounting function. They will carry out the preparation, input, and maintenance...


  • Cardiff, Cardiff, United Kingdom NHS Wales - Cardiff and Vale University Health Board Full time

    To carry out illustration and graphic techniques to the highest professional standards, using the Adobe Creative Cloud software to produce illustrations, social media graphics, animations, 3D artwork, and graphic design materials for patient education, staff and public information. Ensure that all material is produced to a high quality whilst meeting time...


  • Cardiff, Cardiff, United Kingdom NHS Wales - Cardiff and Vale University Health Board Full time

    Working as an autonomous practitioner devise, implement and follow up specialist treatments across the diseases spectrum for patients within a specific group. To be a skilled practitioner providing expert clinical care using an extensive theoretical knowledge base and practical experience to underpin the role, while acting as a role model for the delivery of...


  • Cardiff, Cardiff, United Kingdom AFH Wealth Management Full time

    Independent Financial Adviser - Swindon At AFH, as we grow, we re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to...

  • Finance Officer

    1 week ago


    Cardiff, Cardiff, United Kingdom Cardiff and Vale University Health Board Full time

    About the RoleWe are seeking a highly skilled and organized Financial Administrator to join our Weqas team at Cardiff and Vale University Health Board. As a key member of our finance team, you will provide essential financial support to our Director and contribute to the modernization of our financial services.Key ResponsibilitiesProvide timely and robust...

  • Finance Officer

    1 week ago


    Cardiff, Cardiff, United Kingdom Cardiff and Vale University Health Board Full time

    About the RoleWe are seeking a highly skilled and organized Financial Administrator to join our Weqas team at Cardiff and Vale University Health Board. As a key member of our finance team, you will provide essential financial support to our Director and contribute to the modernization of our financial services.Key ResponsibilitiesProvide timely and robust...

  • Accountant in Cardiff

    1 month ago


    Cardiff, Cardiff, United Kingdom Cardiff Council Full time

    Applications are invited for this temporary post which forms part of the Accountancy Section within the Resources Directorate (Finance). The Accountancy section has qualified and experienced accountants providing professional, financial advice and accountancy support to all directorates, schools and a range of outside bodies and joint committees for both...

  • Finance Officer

    3 days ago


    Cardiff, Cardiff, United Kingdom Cardiff and Vale University Health Board Full time

    About the RoleWe are seeking a highly skilled and organized Financial Support Specialist to join our team at Cardiff and Vale University Health Board. As a key member of our Finance Team, you will provide financial support to the Finance Manager and Director, ensuring timely and robust financial information is available to inform decision-making.Main...

  • Finance Officer

    4 days ago


    Cardiff, Cardiff, United Kingdom Cardiff and Vale University Health Board Full time

    About the RoleWe are seeking a highly skilled and organized Financial Support Specialist to join our team at Cardiff and Vale University Health Board. As a key member of our Finance Team, you will provide financial support to the Finance Manager and Director, ensuring timely and robust financial information is available to inform decision-making.Main...

  • Finance Officer

    4 hours ago


    Cardiff, Cardiff, United Kingdom Cardiff and Vale University Health Board Full time

    About the RoleWe are seeking a highly skilled and organized Financial Support Specialist to join our team at Cardiff and Vale University Health Board. As a key member of our Finance Team, you will provide financial support to the Finance Manager and Director, ensuring timely and robust financial information is available to inform decision-making.Main...

  • Finance Officer

    51 minutes ago


    Cardiff, Cardiff, United Kingdom Cardiff and Vale University Health Board Full time

    About the RoleWe are seeking a highly skilled and organized Financial Support Specialist to join our team at Cardiff and Vale University Health Board. As a key member of our Finance Team, you will provide financial support to the Finance Manager and Director, ensuring timely and robust financial information is available to inform decision-making.Main...


  • Cardiff, Cardiff, United Kingdom NHS Wales - Cardiff and Vale University Health Board Full time

    Ensuring that the development and implementation of Waste management policies, procedures and systems are fully integrated with the UHB's policies, processes and values. Ensuring the UHB is compliant with its statutory waste requirements and with national and local targets. Lead in reviewing all waste services by benchmarking or other appropriate means to...


  • Cardiff, Cardiff, United Kingdom Exchange Street Claims & Financial Services Full time

    About the RoleWe are seeking a highly skilled Commercial Property Loss Adjuster to join our team at Exchange Street Claims & Financial Services in Cardiff. As a key member of our team, you will be responsible for handling commercial property claims, ensuring that our clients receive the best possible outcome.Key ResponsibilitiesManage a caseload of...


  • Cardiff, Cardiff, United Kingdom Exchange Street Claims & Financial Services Full time

    Job DescriptionWe are seeking a skilled Commercial Property Loss Adjuster to join our team at Exchange Street Claims & Financial Services in Cardiff. As a key member of our team, you will be responsible for handling commercial property claims, including material damage and business interruption claims up to £100,000.Key Responsibilities:Manage a caseload of...

  • Research Associate

    2 months ago


    Cardiff, Cardiff, United Kingdom Cardiff University Full time

    The Welsh School of Architecture (WSA) is seeking to appoint a highly motivated Research Associate. The successful applicant will be part of the Centre for a Low Carbon Built Environment, based at the WSA working with colleagues with long term experience of the different stages of retrofitting. The successful candidate will investigate, through engagement...


  • Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    About Quilter Financial AdvisersWe are a leading advisory business dedicated to providing expert financial planning services to individuals. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to join our team....


  • Cardiff, Cardiff, United Kingdom SF Recruitment(Executive) Full time

    SF Executive have been retained by a Cardiff based technology business to recruit a hands on and communicative CFO for their private equity backed client.As right hand to the CEO you will be responsible for designing and executing the strategy for growth which is partly an organic play but also with the opportunity for well thought through acquisitions click...


  • Cardiff, Cardiff, United Kingdom Cardiff and Vale University Health Board Full time

    Job Summary:This is an exciting opportunity to join the Health and Safety team at Cardiff and Vale University Health Board as a Fire Safety Advisor. The successful candidate will be responsible for providing technical advice on a range of fire-related issues and projects, and will advise and support the Senior Fire Safety Advisor in delivering the UHB...

Financial Adviser in Cardiff

2 months ago


Cardiff, Cardiff, United Kingdom Ramsay & White Full time


We are currently looking for an experienced Financial Adviser to join our Wealth Management arm with flexibility in remote working, dedicated paraplanning and administration team as support.

As a Financial Adviser, you'll develop relationships with clients, ensuring they receive the highest levels of service and provide them with solutions in investments, protection and retirement planning.


To deliver bespoke solutions to advisory and discretionary clients in all aspects of financial planning. Provide regular financial advice to clients in line with the company's service proposition. Review and respond to clients' changing financial needs and circumstances. Advise clients on appropriate financial solutions. Undertake reviews of client portfolios and compile annual suitability reports. Maintain performance, development, awareness of industry and legislative changes, product and technical knowledge to maintain 'Competent Adviser Status'. A minimum of two years in regulated Financial Advice.

This would suit an adviser who is a natural communicator with a passion for delivering excellent customer service and is now looking to move on and progress their career with a well-established and friendly company.