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Permanent

Independent Financial adviser

CFP JOBS
Swansea
money-bag £10000 - £500000 Annual
Posted: 12 June 2026 (Today)
Closing date: 12 July 2026
Ref: 3121139269

Independent Financial AdviserCompetitive salary + revenue bonusOur 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 roleThis 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 forAt 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 systemsThe ability to work from home or from your own officeStrong self-management, organisation, and relationship-building skillsA client-focused approach and the ability to support and grow an ongoing business modelA positive attitude towards compliance, structure, and professional standardsA genuine appreciation for quality, professionalism, and delivering added value to clientsA forward-thinking mindset and openness to changeHigh personal standards, ambition, and a drive ..... full job details .....

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