Job Role: Junior Financial Planner

Location: South Wales (Cardiff Office)

Salary: up to £50,000

Ref: 9797

Recruit UK is working with an established IFA in Cardiff who are seeking a Junior Financial Planner to join their team. This role involves taking over a small existing portfolio of clients, and managing new leads that come into the business.

The company has designed its proposition to free up Advisers’ time, allowing them to focus on client engagement and relationship management. Alongside full Paraplanning and Administration support, their client service team handles all pre- and post-meeting prep.

This is a field- and home-based role, with access to their Cardiff office.

What’s on Offer:

• Salary of up to £50k with a revenue-based bonus
• Benefits include PMI, DIS, 28 days holiday bank holidays
• Existing portfolio to inherit with leads provided
• Full Paraplanning and Admin support

Requirements:

• Level 4 Diploma (CII, CISI, or LIBF)
• CAS
• Proven track record of providing regulated Financial Advice to private clients

This is an excellent opportunity to join a trusted local firm and seamlessly transition into a new role by taking over a client base with leads provided. With a robust support structure in place, you’ll have the tools needed to grow this portfolio and significantly boost your earnings.