Independent Financial Adviser IFA
3 weeks ago
When we say this is a big opportunity we mean it. And we have the evidence to back it up.Here you'll be the only IFA in a region (Cardiff/Swansea) that has 6,500 accountancy clients. For context another region with 12,000 accountancy clients supports 8 IFAs and those planners are writing £500,000 - £750,000 per annum. So let's just say you'll have plenty to go at.And it's not only a quantity thing.80% of clients are business owners so there's a lot of scope for high income cases and referrals. Plus the South Wales team has referred to a financial planner in the past. Yes you'll need to build relationships but you won't be banging your head against the wall - this is a team/business that "gets" financial planning.This appreciation extends to the admin and paraplanning support you'll receive. At this firm they want their planners getting referrals and seeing clients. With the support on offer that's exactly what you'll get to do.As for management style it's light touch. The leadership team have been at the business for years and continue to lead from the front. They empower their IFAs and trust them to get on with the job at hand whilst at the same time continuing to bang the drum for financial planning.Salary is £60,000 - £80,000 but there is some flexibility based on performance/experience/exam status. There's a bonus scheme where you earn 25% over validation and a full benefits package including:
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Independent Financial Adviser
2 weeks ago
Swansea, United Kingdom AFH Financial Group Full time**Independent Financial Adviser - Location of clients Swansea and Cardiff and south coast of Wales** 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...
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Independent Financial Adviser
2 weeks ago
Swansea, United Kingdom AFH Financial Group Full time**Independent Financial Adviser - Location of clients Swansea/Cardiff South Wales Coast** 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...
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Financial Adviser
2 weeks ago
Swansea, United Kingdom Ortus PSR Full timeAre you a financial adviser seeking new horizons? Look no further! Join a national IFA firm going through growth revolutionising the industry. The team are on the lookout for like-minded advisers to embark on an exciting journey. As an Independent Financial Adviser at this national IFA firm you will be part of a dynamic and client-focused team. You will be...
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Junior Financial Adviser
4 days ago
Swansea, United Kingdom Waddle Insurance Full time**Salary**: £18,000 to £30,000 OTE (Three-month probation period; after completion the annual salary will be £20,800 plus generous commission structure) **Hours of work**:10:00am-6:30pm Monday - Thursday and 9:30am-4:30pm Friday **Career** Have you ever considered a career in the financially rewarding, fast paced world of life and protection insurance?...
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Legal Adviser
4 days ago
Swansea, United Kingdom Independent Monitoring Authority Full time**Details**: **Reference number**: - 386147 **Salary**: - £56,802 - £65,385 - A Civil Service Pension with an employer contribution of 28.97% **Job grade**: - Grade 7 - IMA Grade 7 **Contract type**: - Permanent **Type of role**: - Legal Services **Working pattern**: - Flexible working, Full-time, Job share, Part-time **Number of jobs...
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Senior Legal Adviser
2 weeks ago
Swansea, United Kingdom Independent Monitoring Authority Full time**Details**: **Reference number**: - 260478**Salary**: - £63,185 - £75,600**Job grade**: - Grade 6- Grade 6**Contract type**: - Permanent**Type of role**: - Legal Services**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 1Contents Location About the job Things you need to know Location - This...
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Mortgage Support Administrator
2 weeks ago
Swansea, United Kingdom Brilliant Group Full time**Job type**: Permanent **Hours**: Starting hours will be 37.5 hours a week between 9.00 - 17:30. **Annual Leave**: 25 days + bank holidays **Location**: Swansea Centre **Benefits** Free mortgage advice for friends and family Regular staff socials Regular Office Treats Employee of the Month rewards Career Progression **The Opportunity** - Brilliant...
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Trainee Mortgage Professional
4 days ago
Swansea, United Kingdom Brilliant Group Full time**Job type**: Permanent **Hours**: Starting hours will be 37.5 hours a week between 9.00 - 17:30. **Annual Leave**: 25 days + bank holidays **Location**: Swansea Centre **Benefits** Free mortgage advice for friends and family Regular staff socials Regular Office Treats Employee of the Month rewards Career Progression - many career paths within the...
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Client Services Administrator
1 week ago
Swansea, City and County of Swansea, United Kingdom Estate Capital Financial Management Ltd Full time £24,500 - £33,000 per yearOne of Swansea's leading firms of independent financial advisers wishes to appoint a business administrator.This role involves providing technical and administrative support to financial advisers.The successful candidate would provide on going management of financial products, pension funds and investment portfolio plus the ongoing management of client...
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Paraplanner
2 weeks ago
Swansea, City and County of Swansea, United Kingdom Estate Capital Financial Management Ltd Full time £24,000 - £42,000 per yearOne of Swansea's leading firms of independent financial advisers wishes to appoint a Paraplanner.This role involves providing technical and administrative support to financial advisers, including research of suitable financial products to meet our clients needs, processing business, creating technically accurate reports, recording and managing existing...
