IFA

Independent Financial Adviser (IFA) – Employed or Self-Employed

Location: Swansea (Hybrid or On-site)
Contract Type: Full-Time | Permanent 
Package: £50,000 + Uncapped Bonus | 30 Days Holiday | Flexible Pension Options
Start Date: ASAP (Flexible) 

Are you an experienced IFA looking for a fresh opportunity with no pressure to bring your own clients? Or perhaps a senior paraplanner with client facing experience ready to step into a Financial Advisor role with full support and funding for qualifications?

We’re working with a well-established, client-centric financial advisory firm in Swansea that’s looking to expand its team. With over £50M in active AUM and a further £15M in legacy clients, there’s a strong pipeline of business ready to be serviced. This is a rare opportunity to join a firm where the focus is on quality advice, long-term relationships, and genuine client care, not just chasing leads.

The Role

Reporting directly to the director, you’ll be stepping into a role designed to share an existing workload, not build from scratch. You’ll work with a loyal client base, many of whom have been with the firm for decades, and you’ll have the autonomy to manage your own diary while benefiting from the support of a respected network.

Key Responsibilities:

• Provide holistic financial advice to a wide range of clients
• Manage and grow relationships with existing clients
• Identify opportunities within legacy AUM
• Stay up to date with industry changes and maintain CPD

What We’re Looking For: 

• Qualified Financial Adviser (Level 4 Diploma minimum)
• OR an experienced senior paraplanner ready to transition into advising (training and funding provided)
• Strong pensions knowledge and experience with legacy clients
• Self-sufficient, and confident in managing client relationships
• Someone who thrives in a collaborative, client-first environment

Why Join?

• No need to bring clients – there’s more than enough inbound business
• Uncapped earning potential – generous bonus/commission scheme in place
• Holidays – 30 days inclusive of public holidays
• Training & development – full support for qualifications and CPD
• Pension – Flexible to enroll into your choice of pension scheme
• Flexible employment model – employed or self-employed options available
• Supportive culture – work alongside a highly experienced adviser in a respected firm
• Long-term client relationships – many clients span multiple generations

This is an excellent opportunity to join a respected, independent firm where client service, teamwork, and professional growth are front and centre. If you’re ready to step into a role with real autonomy and long-term opportunity, we’d love to hear from you.

Please apply using the link provided, or feel free to reach out to me via LinkedIn, phone, or email.