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Financial Adviser

Remote / Online - Candidates ideally in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: CFP JOBS
Full Time, Remote/Work from Home position
Listed on 2026-06-10
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 50000 - 65000 GBP Yearly GBP 50000.00 65000.00 YEAR
Job Description & How to Apply Below

Senior Financial Adviser - Swansea, Cardiff and Newport

Starting salary negotiable dependent on skills & experience Car/allowance bonus with excellent on target earnings.

Home-based Financial Adviser dealing with professional client base!

As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role!

About You

It is key that you are Level 4 Diploma qualified and working towards Chartered status.

Package on Offer

  • Negotiable basic salary to £65,000 depending on qualifications and experience
  • OTE £100,000+
  • Participation in quarterly and annual bonus schemes
  • Realistic income potential off 6 figures
  • 28 days holiday (plus Bank Holidays)
  • Company car or car allowance £6,000
  • Generous company pension scheme with up to 10% employer matched contributions
  • Flexible benefits scheme
  • Plus, all the support and training that you will need to develop your skills as a financial advisor.

But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth.

If you are looking for a Financial Adviser position but this role is not what you are looking for then please get in touch for an informal chat about your career just submit your CV with notes.

(IFA)

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