Financial Advisor

Independent 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 Independent Financial Advisor.  This is a fantastic opportunity to build and develop your own client portfolio with 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. Full support will be provided for future development, including progression toward Advanced qualifications and Chartered status.

Key Responsibilities of the Independent Financial Advisor:

• Conduct thorough research and analysis of all appropriate solutions to meet each client’s needs.
• Collect, assess, and accurately document all relevant information required to deliver financial advice in line with company standards.
• Maintain up-to-date client records to ensure a clear understanding of their objectives and enable suitable recommendations.
• Build and sustain regular client contact, offering advice when needed and delivering a high level of service alongside the annual review process.
• Stay informed of changes that may affect clients’ financial situations, with the ability to interpret developments and provide clear, appropriate guidance.

Skills & Attributes:

• Strong interpersonal and relationship-building skills
• Skilled in delivering client presentations
• Strong knowledge of financial markets and products
• Ability to identify client needs and provide tailored advice
• Proactive, self-motivated and able to demonstrate initiative
• Studying towards an Advanced diploma in Financial Planning

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: 

#FinancialAdvisor #FinancialPlanner #IFA #FinanceCareers #WealthManagement #FinancialServices #FinancialPlanning #InvestmentAdvisor #FinancialAdvice #FinanceJobs

Friendly 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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