Independent Financial Advisor

2 weeks ago


Cardiff, United Kingdom Independent Resourcing Consultancy Full time

**Independent Financial Advisor**:

- Job Reference: 00000735-1
- Date Posted: 25 April 2023
- Recruiter: Independent Resourcing Consultancy
- Location: Cardiff / Swansea
- Remote Working: Some remote working possible
- Salary: On Application
- Bonus/Benefits: Negotiable DOE
- Sector: Financial Advisers
- Job Type: Self-employed, Employed
- Contact: Eamon Behan
- Telephone: 0208 167 3359

Our client is one of the UK’s leading independent financial advisory firms. They are currently recruiting for an experienced Independent Financial Advisor to join their team in Cardiff / Swansea. The role comes with an existing book of clients on either an **employed** or **self-employed** contract.

**Experience & Skills**

Key requirements:

- Minimum 2 years as an Independent Financial Advisor
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Qualified to Level 4 Diploma in Financial Planning as a minimum

**Benefits**

**Employed benefits**:

- Pension
- Death in Service (four times of the agreed salary)
- Car allowance
- 30 Days Holiday (including Bank Holidays)
- Bonus scheme
- Validation
- Technology (laptop and phone)

**Self Employed (example)**
- 60/40 split of income in favour of the adviser on all income streams
- All paraplanning provided
- All administration support provided
- 40/60 split in the clients favour if provided with clients
- Guarantee of sale when required either all or partial
- Opt in to call centre lead generation
- Opt in to Unbiased leads
- Opportunity for large novation of clients post purchase of firms depending on location

**Next Step**

Does this sound like an opportunity that aligns with your career ambitions?

**We look forward to starting your journey with you


  • Financial Advisor

    3 weeks ago


    Cardiff, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...


  • Cardiff, United Kingdom Yolk Recruitment Ltd Full time

    **Adult Independent Personal Advisor/Independent Domestic Violence Advisor (IPA/IDVA)** Yolk Recruitment Public Sector and Not for Profit are working with an established charity based in Cardiff to find an Adult IPA to join their team. Are you a dynamic, inquisitive individual with a passion for rights, diversity and inclusion? Do you want to fight...


  • Cardiff, United Kingdom Yolk Recruitment Ltd Full time

    **Accommodations Based Independent Personal Advisor/Independent Domestic Violence Advisor (IPA/IDVA)** Yolk Recruitment Public Sector and Not for Profit are working with an established charity based in Cardiff to find an Accommodation IPA to join their team. You will be responsible for providing a high-quality frontline service to victims of domestic...

  • Financial Advisor

    3 weeks ago


    Cardiff, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...


  • Cardiff, United Kingdom Hugh James Full time

    **Background** Hugh James Independent Financial Advisers are a department within Hugh James Solicitors. The clients that they work with include HNW, business owners, individual private clients, charities, trusts and Deputies. You will inherit a client bank and have access to regular leads from various internal and external sources, as well as building long...

  • Legal Advisor

    6 days ago


    Cardiff, United Kingdom AmTrust International Full time

    Arc Legal Group, an AmTrust International business, is a specialist provider of legal expenses insurance and related services. We work with insurers, intermediaries, financial institutions, and affinity groups, focusing upon delivering bespoke solutions providing 'best in market' legal advice and case handling. Are you a passionate law graduate with a...


  • Cardiff, United Kingdom Brook Street Full time

    **Customer Relationship Advisor, Dealer Services Department** **Job type: Full Time Permanent** **Start dates: Flexible with 4 weeks training** **Location: Central Cardiff** **Hours: 35 hours per week, shifts between 9am and 8pm Monday to Sunday. Weekend working is 1 in 4 weekends.** **Competitive salary and annual bonus: £22,000** **The Role**: If...


  • Cardiff, United Kingdom Rimbal Full time

    **Are you an experienced accountant looking for a new challenge or to join a dynamic team and make a positive impact?**This is a fantastic opportunity to join a dynamic and growing financial services group that is at the forefront of technological innovation and the future of financial advice. ValidPath is an FCA-regulated IFA Network operating since 2002...

  • Ifa Administrator

    4 days ago


    Cardiff, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: IFA Administrator** **Location: Cardiff** **Salary: £22,000 - £25,000** **The Company**: The opportunity to join a well-established firm of Independent Financial Advisors based in Cardiff. They provide specialist advice on Investments, Pensions, mortgages and protection, helping clients to manage their finances and making the process easy...


  • Cardiff, United Kingdom Brook Street Full time

    **Customer Service Advisor, Hybrid** **Job type: Full Time Permanent** **Start dates: Flexible with 4 weeks training** **Location: Central Cardiff** **Hours: Monday - Friday with shifts between 9am-6pm (no weekends required)** **Competitive salary and annual bonus: £21,750** **The Role**: If you are passionate about helping others, and enjoy...

  • Customer Advisor

    2 weeks ago


    Cardiff, United Kingdom FinTech People Full time

    Job Description A leading financial services organisation is seeking Customer Advisors for their Financial Health Customer Support Team. Our client are seeking to improve how customers manage their finances and provide accessibility to help needed by so many in difficult financial situations. This organisation is using empathy and an entirely human...

  • HR Advisor

    6 days ago


    Cardiff, United Kingdom Creditsafe Full time

    **HR Advisor**: Job Title: HR Advisor Location: Cardiff, Department: HR We're on the hunt for a talented HR Advisor to become a valued member of our team at the bustling hub of Cardiff Bay headquarters. This role offers a hybrid work model, with a requirement for 50% of your week to be spent in the office. ** WHO ARE WE?** Privately owned and...

  • Benefits Advisor

    5 days ago


    Cardiff, United Kingdom Maggie's Full time

    Location of appointment The Chris McGuigan building, Velindre Cancer Centre, Velindre Road, Whitchurch, Cardiff CF14 2TQ Thursday 25 May 2023 Contract type Permanent Salary range £26,712 - £34,562 DOE We have an exciting opportunity for a Benefits Advisor to join our team at our Cardiff centre to provide comprehensive advice and assist people to...

  • Financial Adviser

    5 days ago


    Cardiff, United Kingdom MB Fitzgerald Full time

    A successful independent financial planning practice based on the outskirts of Cardiff are looking to recruit an experienced and motivated Financial Adviser to join their team. This is a fantastic opportunity for a driven individual to take on a full client bank. Key Responsibilities: - Provide holistic advice to the existing client bank, focusing on a...


  • Cardiff, United Kingdom Blue Arrow Ltd Full time

    Our client are the leading developer and operator of low-carbon electricity in the UK and Ireland. They are looking for Customer Advisors to join their team in **Cardiff**, Reading or Perth. It's a great opportunity to build a rewarding career, and a way to help build a world that's cleaner, greener, and fairer for all. **Sales Support Advisor** **Cardiff...

  • Financial Controller

    Found in: Whatjobs ES C2 - 5 days ago


    Cardiff, United Kingdom Fusion People Ltd Full time

    Are you seeking your next role as a Financial Controller in the Cardiff area?Offering a highly competitive salary, my client has an immediate opportunity for an experienced Financial Controller to join their team on a permanent basis. The successful applicant will lead the Finance Department, as part of a team of 3, working closely with the Procurement...


  • Cardiff, United Kingdom Fusion People Ltd Full time

    Are you seeking your next role as a Financial Controller in the Cardiff area? Offering a highly competitive salary, my client has an immediate opportunity for an experienced Financial Controller to join their team on a permanent basis. The successful applicant will lead the Finance Department, as part of a team of 3, working closely with the Procurement...

  • Financial Controller

    Found in: beBee S GB - 4 days ago


    Cardiff, United Kingdom Fusion People Ltd Full time

    Are you seeking your next role as a Financial Controller in the Cardiff area?Offering a highly competitive salary, my client has an immediate opportunity for an experienced Financial Controller to join their team on a permanent basis. The successful applicant will lead the Finance Department, as part of a team of 3, working closely with the Procurement...

  • Financial Controller

    4 hours ago


    Cardiff, United Kingdom Fusion People Ltd Full time

    Are you seeking your next role as a Financial Controller in the Cardiff area? Offering a highly competitive salary, my client has an immediate opportunity for an experienced Financial Controller to join their team on a permanent basis. The successful applicant will lead the Finance Department, as part of a team of 3, working closely with the Procurement...


  • Cardiff, United Kingdom Ortus PSR Full time

    Have you been working in administration in Financial Services and are looking to make your next move? I am currently working with an excellent Independent Financial Planning company in Central Cardiff who are looking for a Personal Assistant to join their team! The role is to provide high quality support to one of the Directors and one of the Advisers,...