Financial Planner
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-09-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Title: Financial Adviser
Industry: Financial Planning
Location: Cardiff / Swansea
Salary: £50-60,000 OR self employed
Job Reference: 10573
Job Description:
Recruit UK are working on an exciting opportunity for a Financial Adviser to join a Financial Planning firm.
Our client is a boutique and successful financial planning firm who are fully independent and directly authorised. They have a client book and flourishing client lead source that they are looking for support with. They can offer both self employed and employed contracts depending on your preference and they use a leading compliance firm for all their regulatory needs.
Whether you have 2 years, or 20 years experience, this role could be perfect for you! They also have in house mortgage and protection advisers who you can work closely alongside to ensure clients are offered a holistic level of advice. You don't need to be tied to an office either, and can work more remotely, from home and seeing clients, if this suits you best.
Benefits:
- Employed or Self employed contracts available
- Hybrid working, or predominately remote working if preferred
- Clients/leads
- 25 days holiday
- Christmas closure
- Private medical insurance
- 5% employer pension contribution
- Progression opportunities to specialist mortgage or Financial Planning (investments/pensions)
Skills and experience required:
- Experience working in a Financial Planning Adviser position essential, in an independent firm ideal
- Extensive experience managing and building strong relationships
- Good knowledge of UK market and FCA regulations
- Level 4 Diploma minimum, working towards Chartered added bonus
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