Swansea Vale
Chartered Financial Adviser
Location: Swansea
The Opportunity
We’re working with a respected and growing wealth management firm seeking an experienced and qualified Chartered Financial Adviser. This is an excellent opportunity for someone who is driven, client-focused, and passionate about providing holistic financial planning solutions to a loyal and growing client base.
Key Responsibilities
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Deliver tailored financial advice across pensions, investments, protection, IHT and estate planning
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Manage and develop relationships with an existing portfolio of high-net-worth clients
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Identify new business opportunities through referrals and networking
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Conduct in-depth fact finds and produce high-quality financial plans
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Work closely with paraplanners and administrators to ensure compliant and efficient delivery
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Maintain detailed and compliant client records in line with FCA regulations