At a Glance
- Tasks: Manage an established client portfolio and build long-term relationships.
- Company: Ambitious financial advice business with a strong nationwide reputation.
- Benefits: Competitive salary, revenue bonus, car allowance, and flexible working options.
- Other info: Enjoy structured training, mentoring support, and a supportive work environment.
- Why this job: Join a top-100 firm and make a real impact in clients' financial journeys.
- Qualifications: At least 2 years as a financial adviser with Competent Adviser Status.
The predicted salary is between 40000 - 50000 £ per year.
Our client is an ambitious and growing financial advice business with a nationwide presence and a strong reputation for delivering exceptional service. With more than 70 advisers across the UK and recognition as an FT Top-100 firm, they are continuing to expand and are looking for talented advisers to join their Private Clients team.
This is an exciting opportunity for a motivated financial adviser to take on an established client portfolio within our client’s Private Clients division. Following a supported transition period, the successful candidate will manage an existing adviser agency where 70% of targets are already contracted, providing a strong platform to build long-term client relationships and achieve continued success.
What we're looking for:
- At least 2 years’ experience as a financial adviser and Competent Adviser Status (CAS)
- A current Statement of Professional Standing (SPS)
- Good IT skills and confidence using digital systems
- The ability to work from home or from your own office
- Strong self-management, organisation, and relationship-building skills
- A client-focused approach and the ability to support and grow an ongoing business model
- A positive attitude towards compliance, structure, and professional standards
- A genuine appreciation for quality, professionalism, and delivering added value to clients
- A forward-thinking mindset and openness to change
- High personal standards, ambition, and a drive to achieve goals
What you'll get in return:
- Competitive salary and revenue bonus
- Car allowance plus mileage allowance
- Mobile phone, laptop and full home office set up
- A unique payment structure linked to an existing agency business
- The opportunity to inherit an established adviser agency after a transition period
- Flexible working, including home-based working
- Structured induction, training, and mentoring support
- Helpdesk and operational support to help you succeed
- Secure business networking and communication tools
- A client-focused website and quality branded materials
- Compliance support and protection
Candidates with the required experience who are looking for a stable, supportive, and growth-focused opportunity are encouraged to apply.
Independent Financial adviser in Swansea employer: CFP JOBS
Our client is an exceptional employer, offering a competitive salary and revenue bonus alongside a unique payment structure linked to an established adviser agency. With a strong emphasis on employee growth through structured induction, training, and mentoring support, the company fosters a flexible work culture that allows advisers to thrive in their careers while maintaining a healthy work-life balance. Joining this ambitious and growing financial advice business means becoming part of a supportive team that values professionalism and quality service, making it an ideal place for motivated financial advisers to build long-term client relationships and achieve success.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial adviser in Swansea
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at a firm you're interested in.
✨Tip Number 2
Show off your expertise! Consider hosting a webinar or writing articles about financial advice topics. This not only showcases your knowledge but also helps you build credibility and attract potential clients or employers.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to appear. Reach out directly to firms you admire, like the one we're working with, and express your interest. A personal touch can make all the difference!
✨Tip Number 4
Utilise our website to apply! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it’s a great way to get noticed by the right people in the industry.
We think you need these skills to ace Independent Financial adviser in Swansea
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 2+ years as a financial adviser and any relevant qualifications like your Competent Adviser Status (CAS) to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your client-focused approach and how you can support and grow an ongoing business model. We love seeing genuine enthusiasm for the role!
Show Off Your IT Skills:Since good IT skills are a must, don’t forget to mention your confidence with digital systems. If you’ve used any specific tools or software that relate to financial advising, give us the details!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our growing team!
How to prepare for a job interview at CFP JOBS
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services offered by the company. Be ready to discuss your experience as a financial adviser, especially how you've built client relationships and achieved targets in the past.
✨Showcase Your Skills
Highlight your IT skills and confidence with digital systems during the interview. Prepare examples of how you've used technology to enhance client interactions or streamline processes in your previous roles.
✨Demonstrate Client Focus
Be prepared to talk about your client-focused approach. Share specific instances where you've gone above and beyond for clients, and how you plan to support and grow the existing agency business you'll inherit.
✨Embrace Change
Since the role requires a forward-thinking mindset, be ready to discuss how you've adapted to changes in the industry or your work environment. Show that you're open to new ideas and can thrive in a dynamic setting.
