Financial Adviser

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Employed Financial Adviser **Location**: Cardiff **Salary**: £35,000 ~ £45,000. On target earnings £55k plus. Depending on experience and qualifications **About the Company**: My Client is a well-established practice who deals with High Net worth Investments and...

One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their Cardiff based team. The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video & telephone....

Mbf are working with a very successful Chartered Financial Planning practice who are seeking to recruit an experienced Financial Adviser. The business provides holistic advice to HNW & UHNW clients across Cardiff and South Wales - they only work with clientswith upwards of £500K AUM and the average client portfolio is £5M. This is a medium sized business...

Client-First Culture | Cardiff-Based IFA Seeks Experienced Financial PlannerAre you an experienced Financial Planner seeking a new role that values work-life balance, integrity, and long-term client relationships? This is your opportunity to join a forward-thinking, multi-office Independent Financial Adviser (IFA) firm in Cardiff that genuinely puts clients...

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...

Financial Adviser - (Non-Diploma Qualified) Location: - Cardiff **Salary**: - £24,000 - (OTE £35,000) per annum Permanent, full-time Due to expansion my client a well-established Financial Services company offering families Financial Advice across the United Kingdom, is seeking a full time Financial Adviser to join their growing team. The business has...

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 supports 8 IFAs with 12,000 clients and those planners are writing £500,000 - £750,000 per annum. So let's just say you'll have plenty to go at.And...

**One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their Cardiff team.** This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support....

**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...

**Basis** Full time **Job category/type** Business Support **Date posted** 05/03/2025 **Job reference** HJ0347 **Background** Our Independent Financial Advisers work alongside Hugh James lawyers, which mean clients benefit from the experience of a UK top 100 law firm that’s over 50 years old. Our independent financial advisers provide bespoke...