×
Register Here to Apply for Jobs or Post Jobs. X

Independent Financial adviser

Remote / Online - Candidates ideally in
Swansea, Swansea County, SA1 4, Wales, UK
Listing for: CFP JOBS
Full Time, Contract, Remote/Work from Home position
Listed on 2026-06-11
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
Independent Financial Adviser

Competitive salary + revenue bonus

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.

About the role

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.

Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary