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For Companies At a Glance
- Tasks: Manage and develop client relationships while delivering top-notch financial advice.
- Company: Leading financial planning firm with a focus on growth and support.
- Benefits: Competitive salary, bonus structure, health benefits, and flexible working.
- Why this job: Inherit a loyal client portfolio and enjoy genuine autonomy in your role.
- Qualifications: Level 4 qualified Financial Adviser with experience in high-net-worth client advisory.
- Other info: Join a forward-thinking team with long-term career progression opportunities.
The predicted salary is between 64000 - 96000 £ per year.
I'm currently representing a leading, progressive financial planning firm who are looking to appoint an experienced Financial Adviser to take over an established client bank as part of a business acquisition in South Wales. This is a rare opportunity to inherit a high-quality, recurring-income portfolio and step into a well-supported, growth-focused environment with genuine autonomy and flexibility.
The Client Bank
- Circa 160 clients
- £32.8m assets under management
- £220,000 recurring income/OAC
- Warm handover as part of an acquisition (not a cold book)
An ideal start date would be Feb/March, although the business is realistic and flexible around notice periods for the right individual.
The Role
You’ll be responsible for managing and developing the inherited client relationships, delivering holistic financial planning advice while maintaining excellent service standards. You’ll have the freedom to work flexibly, supported by a strong central team. Candidates must be based locally to South Wales.
What We’re Looking For
- Level 4 qualified Financial Adviser (minimum)
- Proven experience advising HNW or mass-affluent clients
- Strong communicator with a client-first, tech-forward mindset
- Comfortable working in a hybrid model
- Experience or an existing network within the medical sector would be advantageous (but not essential)
What’s on Offer
- Inherit an established, loyal client portfolio
- Salary circa £80,000 plus a highly competitive bonus structure
- Death-in-service benefit (4x salary)
- BUPA Healthshield plan
- 25 days holiday + bank holidays (increasing to 28 days after 5 years)
- Flexible hybrid working
- Supportive, forward-thinking leadership team
- Long-term progression and growth opportunities
For a confidential conversation, please contact Samantha Durbridge - Samantha.durbridge@idexconsulting.com.
Financial Advisor (field-based) in Cardiff employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (field-based) in Cardiff
✨Network Like a Pro
Get out there and connect with people in the financial sector, especially those who might know about opportunities in South Wales. Attend local events, join relevant online groups, and don’t be shy to reach out for informational chats – you never know where a conversation might lead!
✨Showcase Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your experience with HNW and mass-affluent clients. Share success stories that demonstrate your client-first approach and tech-savvy mindset – it’ll set you apart from the competition!
✨Be Flexible and Open-Minded
Since this role offers flexibility, be prepared to discuss how you can adapt your working style to fit the company’s needs. Show that you’re ready to embrace a hybrid model and can manage client relationships effectively, whether in person or remotely.
✨Apply Through Our Website
Don’t forget to check out our website for more opportunities and apply directly! It’s a great way to show your interest and get noticed by the hiring team. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Financial Advisor (field-based) in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your Level 4 qualification and any relevant experience with HNW or mass-affluent clients to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role, focusing on your client-first approach and how you can contribute to our growth-focused environment.
Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate your ability to convey complex financial concepts clearly and effectively, as this will resonate well with us.
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 don’t miss out on any updates regarding your application status!
How to prepare for a job interview at IDEX Consulting
✨Know Your Client Bank
Before the interview, take some time to research the existing client bank you'll be inheriting. Understand the demographics and needs of the clients, as well as the assets under management. This will help you demonstrate your readiness to manage and develop these relationships effectively.
✨Showcase Your Communication Skills
As a Financial Adviser, strong communication is key. Prepare examples of how you've successfully communicated complex financial concepts to clients in the past. Be ready to discuss your client-first approach and how you plan to maintain excellent service standards.
✨Highlight Your Flexibility
This role offers genuine autonomy and flexibility, so be sure to express your comfort with working in a hybrid model. Share experiences where you've thrived in flexible work environments and how you manage your time effectively to meet client needs.
✨Connect with the Medical Sector
If you have any experience or connections within the medical sector, make sure to mention them during the interview. Even if it's not essential, showing that you understand this niche can set you apart from other candidates and demonstrate your proactive approach to networking.
