Financial Advisor

Financial Advisor

Location:

Aberystwyth | Hybrid Working Available
Salary:
Competitive and negotiable on experience – please enquire

Benefits:

Performance bonuses
Structured career development and qualification support
25 days annual leave
Birthday off as an additional day
Opportunity to purchase additional holidays
Flexible benefits package
Enhanced family-friendly policies
Cycle to work scheme
Company pension scheme
Hybrid working arrangements
Death in service cover

The role:

An exciting opportunity has arisen to join a growing and forward-thinking financial planning organisation in Aberystwyth. We are supporting them to recruit an entrepreneurial and motivated Financial Advisor — whether you are looking to enter the industry or are already an experienced adviser seeking a new challenge.

This is a fantastic opportunity to build and develop your own client portfolio with full support, structured development, and genuine long-term career progression.

The Opportunity:

You will play a key role in delivering high-quality financial advice while growing and developing strong, long-term client relationships. Hybrid working options are available, along with flexible employment models designed to suit your individual circumstances.

Full support will be provided for future development, including progression toward Advanced qualifications and Chartered status.

Key Responsibilities:

Develop, grow and manage a portfolio of clients with ongoing support
Maintain accurate and up-to-date client records to understand objectives and provide suitable recommendations
Provide ongoing financial advice in line with all regulatory requirements
Research and analyse suitable financial solutions tailored to clients’ needs
Gather, analyse and document all information required to deliver compliant financial advice
Generate new business through referrals and professional connections
Build strategic relationships within the industry
Work collaboratively as part of a professional team, upholding high standards and values
Skills & Attributes:

Entrepreneurially minded with a strong desire to grow a client base
Strong interpersonal and relationship-building skills
Willing to study Advanced qualifications and progress toward Chartered status
Skilled in delivering client presentations
Strong knowledge of financial markets and products (or willingness to learn)
Ability to identify client needs and provide tailored advice
Proactive, self-motivated and able to demonstrate initiative
Company:

This is a unique opportunity to join a supportive organisation that values ambition, professionalism and long-term career growth.  If you are driven, client-focused and ready to take the next step in your financial planning career — or looking to begin one — we would love to hear from you.

Additional job titles/skills:

#Financial Advisor #Financial Planner #IFA #Finance Careers #Wealth Management #Financial Services #Financial Planning #Investment Advisor #Financial Advice #Finance Jobs

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Note:

If this job is not for you but you are looking for a new opportunity, please contact us for a confidential discussion on your career.

To Apply

This vacancy is advertised by Travail Employment Group who are acting as an Employment Agency.

Once you click to apply for this job your application will be immediately received by Travail Employment Group. If your application is successful a consultant will be in contact with you within the next 7 days.
If we have not contacted you within 7 days you may not have been successful for this position but please feel free to give us a call to discuss similar roles.

All candidates registering with Travail Employment Group will need to provide proof of identity, and evidence of any experience, training and qualifications our client considers necessary for this position.

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