At a Glance
- Tasks: Deliver holistic financial advice and create tailored financial plans for clients.
- Company: Join a client-first, multi-office IFA firm in Cardiff focused on integrity and long-term relationships.
- Benefits: Enjoy a salary up to GBP50,000, annual bonuses, and a shorter working week for better work-life balance.
- Other info: Opportunity to work with a well-established client base and receive professional support.
- Why this job: Be part of a supportive culture that values collaboration and ethical financial planning.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and experience in an IFA or Wealth Management setting.
The predicted salary is between 36000 - 60000 £ per year.
The Opportunity
You will be responsible for building and growing your own client portfolio through self-generation, networking, professional connections, referrals, and personal business development activity.
The role would suit advisers who:
- Already generate business consistently
- Have an existing portable client bank
- Want to build a long-term advisory business within a larger infrastructure
- Are commercially motivated and growth focused
- Thrive in entrepreneurial environments
The firm places significant importance on culture and attitude. They are looking for a team player who wants to contribute to the wider success of the business, not simply operate independently.
What's on Offer
- Basic salary between £65,000 - £80,000
- Bonus validation at 1.2x salary
- 35% bonus on initial revenue
- 10% bonus on ongoing recurring revenue
- Uncapped earning potential
- Long-term career progression within a national wealth management business
- Support, infrastructure, and systems to help scale your client base
- Opportunity to build genuine long-term value and recurring income
Important to Know
This is a growth-focused role and advisers will initially be expected to operate without dedicated administrative support while learning the firm's systems and processes, including Gateway.
The Role
Responsibilities will include:
- Generating new client relationships through proactive business development
- Building strategic introducer relationships with solicitors, accountants, and other professionals
- Growing recurring revenue and assets under management
- Delivering holistic financial planning advice across pensions, investments, protection, and estate planning
- Building a long-term advisory business within the firm
- Contributing positively to office culture and team growth
Candidate Requirements
- Diploma qualified (Level 4 minimum)
- CAS and SPS compliant
- Strong track record of business development and client acquisition
- Ability to generate new revenue consistently
- Entrepreneurial and commercially driven mindset
- Team-oriented attitude with strong cultural fit
- Ambition to build a long-term business and career
This is an excellent opportunity for a motivated adviser who wants genuine earning potential, autonomy, and the chance to build something meaningful within a highly respected wealth management firm.
Financial Adviser employer: Ortus Psr
Join a dynamic Cardiff-based Independent Financial Adviser firm that prioritises a client-first culture and values work-life balance. With a collaborative and supportive environment, employees benefit from a shorter working week, competitive salary, and opportunities for professional growth, all while delivering high-quality, ethical financial planning to a well-established client base.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work in IFAs or wealth management. Attend local finance-related events or join online forums to connect with potential colleagues and learn about the company culture.
✨Tip Number 2
Research the firm’s values and client-first approach thoroughly. Be prepared to discuss how your personal values align with theirs during any informal chats or networking opportunities.
✨Tip Number 3
Stay updated on the latest financial products and regulatory changes. This knowledge will not only help you in interviews but also demonstrate your commitment to providing high-quality, ethical financial advice.
✨Tip Number 4
Prepare to showcase your ability to build rapport with clients. Think of examples from your past experiences where you successfully engaged clients and how you can bring that skill to the advisory team.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial planning, particularly in an IFA or Wealth Management environment. Emphasise your Level 4 Diploma and any relevant qualifications that align with the job description.
Craft a Compelling Cover Letter:Write a cover letter that reflects your understanding of the firm's client-first culture. Share specific examples of how you've built long-term client relationships and delivered ethical financial advice in your previous roles.
Showcase Your Communication Skills:In both your CV and cover letter, demonstrate your strong communication skills. Use clear and concise language, and consider including examples of how you've effectively communicated complex financial concepts to clients.
Highlight Team Collaboration:Since the role values collaboration, mention any experiences where you've worked as part of a team. Discuss how you contributed to team success and supported colleagues in delivering high-quality financial planning services.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Client-Centric Approach
Since the firm values a client-first culture, be prepared to discuss specific examples of how you've prioritised clients' needs in your previous roles. Highlight your ability to build long-term relationships and how this has positively impacted your clients.
✨Demonstrate Your Technical Knowledge
Make sure you are up-to-date with the latest financial products and regulatory changes. Be ready to discuss how you would apply this knowledge to create tailored financial plans and investment strategies for clients.
✨Emphasise Team Collaboration
This role requires working closely with a support team. Share experiences where you've successfully collaborated with others to achieve common goals, especially in producing suitability reports or cashflow modelling.
✨Prepare for Ethical Scenarios
Given the firm's commitment to ethical financial planning, think about potential ethical dilemmas you might face in the role. Be ready to discuss how you would handle these situations while maintaining professionalism and compliance.
