Financial Adviser

Financial Advisor - Swansea, Wales

Ref: 1618Wednesday 10 July 2024

Up to £65,000 + Bonus

A Financial Adviser of ours who is based in Wales is now looking to retire and hand over their existing client portfolio. You will be working with a varied client base with a mix of requirements for face to face to virtual meetings depending on their financial needs.  

This role is fully remote, and you will manage your own diary with view to developing the existing portfolio. This is an employed role with starting annual earnings at £65,000 pa and a rewarding bonus structure which will see you earn 15% on all revenue generated existing and new money. The earnings are uncapped and you will have the opportunity to offer serval offerings from virtual to full advice depending on your client's financial requirements.

You will be joining a national team with over 70 employees and partners across the group. We are a whole of market firm that believes in putting the client's needs first and we utilise technology to drive efficiencies across the business.

Key Responsibilities:

  • Manage and build client relationships with a focus on support and satisfaction
  • Work independently from home or your own office
  • Embrace compliance and maintain high professional standards
  • Stay forward-thinking and adaptable to change


  • 2+ years of experience and Competent Adviser Status (CAS)
  • Current Statement of Professional Standing (SPS)
  • IT literate
  • Self-disciplined and excellent at time management
  • Passionate about providing added value to clients

If you like the sound of what our client is of interest then apply today if you are an accomplished Financial Adviser who feels their current firm is not providing the offering and carer opportunity that is right for you.

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