Junior Financial Adviser
2 days ago
**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? If the answer is yes, then our Junior Financial Adviser role at Waddle Insurance could be the perfect fit for you.
Here at Waddle Insurance, as we undergo a stage of growth, we are looking to expand our team of Junior Financial Advisers.
We offer extensive training throughout your career at Waddle Insurance with an intensive training process to get you ready for life at Waddle Insurance. This is done via one-to-one sessions with your manager, including sales training on the office floor with your team. Meaning you will have plenty of time absorb and learn all insurance product information before you even pick up the phone
Career progression opportunities to the role of Senior Financial Adviser and other roles are available and we are always looking for our team to strive to do their best and gain industry standard qualifications.
**The Company**
This is an exciting time to join a fast growing, fully advised and independent insurance company based in Swansea.
**Why Work for Us**
Our workplace culture is very important to us here at Waddle Insurance and there are many benefits to working for us, such as:
- Staff away days every quarter
- Dog friendly offices
- On site gym and fitness instructor
- Trained Mental Health First Aiders
- Regular homecooked meals
- Dedicated training and development structure
- Early finish on Fridays
**Key responsibilities for a Junior Financial Adviser**
- Take incoming calls
- Learn and understand the unique process at Waddle Insurance
- Educate our clients as first point of contact
- Document handling
- Maintain a high level of customer service and professional development
- Manage your workload effectively
- Make sure the client is fully aware of the benefits of our service and work closely with the Senior Financial Advisers to ensure an effective handover.
**Your key skills as a Junior Financial Adviser**
- The ability to problem solve
- Attention to detail
- Professional attitude
- A dynamic thinker who can follow procedures but also able to think outside the box
- A good team player
- The ability to work under pressure and to deadlines
**Job Types**: Full-time, Permanent
**Salary**: £18,200.00-£30,000.00 per year
**Benefits**:
- Casual dress
- Company events
- Gym membership
- Wellness programmes
Schedule:
- Monday to Friday
**Education**:
- Bachelor's (preferred)
-
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...
-
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...
-
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...
-
Independent Financial Adviser IFA
3 weeks ago
Swansea, United Kingdom Exchange Street Claims & Financial Services Full timeWhen 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...
-
Financial Advisor
2 weeks ago
Swansea, United Kingdom Fram Search Full timeResearcher | Supporting Corporate Functions & Debt & Capital Solutions Recruitment A well-established financial planning firm is seeking a Wealth Adviser to take over a retiring advisor’s client book and support both new and existing clients in achieving their financial goals. The role exists to help clients define their short- and long-term objectives and...
-
Mortgage Adviser
4 days ago
Swansea, United Kingdom HSBC Full timeMortgage Adviser, Hybrid/Swansea The Mortgage Adviser will provide a range of services to HSBC customers supporting key life events such as buying a first home and home improvements. This service is offered either by telephone or ZOOM and across various in person hub locations. The Mortgage Adviser will establish and grow our mortgage and protection...
-
Welfare Rights Adviser X 2
6 days ago
Swansea, United Kingdom Swansea Council Full time£35,235 - £38,626 pro rata per year. (1 x Permanent Part time and 1 x maternity cover Full time). The Tackling Poverty Service have an exciting opportunity for a Welfare Rights Adviser to join our enthusiastic team supporting the people and communities of Swansea. This role is ideal for anyone with experience of the welfare benefits system or is conversant...
-
Paraplanner
1 week 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...
-
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...
-
Audit Junior ACA – Graduate Scheme
2 weeks ago
Swansea, United Kingdom targetjobs UK Full timeA leading auditing firm in Swansea is looking for an Audit Junior to join their 2026 graduate scheme. This role offers a competitive salary, supports your ACA qualification, and provides hands-on experience in audit and finance. You will collaborate with teams on real projects, prepare financial statements, and work closely with experienced mentors. The...