Senior Financial Advisor

Jo (Mrs H) at Avocet Commercial Careers is delighted to present this outstanding opportunity for a Financial Advisor to join a highly respected financial planning firm in Cardiff.

This is a senior-level position offering significant earning potential and the flexibility of hybrid working arrangements, perfect for an experienced advisor ready to take their career to the next level.

About the Client

Our client is a market-leading financial planning practice with an outstanding reputation for delivering sophisticated, compliant financial advice across Wales and the South West. Known for their client-centric approach and commitment to excellence, they have built a thriving business based on long-term relationships and exceptional service delivery.

The firm provides comprehensive support infrastructure, including dedicated paraplanning teams and administrative support, enabling Senior Financial Advisors to focus on what they do best delivering outstanding advice and building meaningful client relationships.

About the Role

This is an outstanding opportunity for a seasoned Financial Advisor to step into a senior role managing a focused portfolio of approximately 100 high-value clients across Cardiff and the M4 Corridor. You'll enjoy the flexibility of hybrid working while taking responsibility for driving both client satisfaction and business growth within your territory.

Senior Financial Advisor Responsibilities

• Manage and develop relationships with a portfolio of approximately 100 high-value clients
• Conduct comprehensive financial planning reviews and consultations across Cardiff and M4 Corridor
• Deliver holistic wealth management solutions tailored to individual client circumstances
• Proactively identify opportunities for portfolio growth and additional service provision
• Maintain regular client contact through structured review cycles and ad-hoc consultations
• Develop and execute strategies for client acquisition within your designated territory
• Build and maintain relationships with professional introducers and referral sources
• Ensure all advice delivery meets regulatory standards and firm compliance requirements
• Represent the firm at networking events and professional gatherings
• Stay current with market developments and regulatory changes affecting client portfolios
• Collaborate with paraplanning teams to ensure efficient service delivery

Senior Financial Advisor Requirements

• Degree qualification or equivalent professional certification
• Chartered Financial Planner status or significant progress towards achievement
• Current Statement of Professional Standing (SPS) with up-to-date CPD records
• Minimum 5+ years experience in senior financial advisory roles
• Proven track record of managing high-net-worth client relationships
• Strong technical knowledge across all areas of financial planning
• Excellent presentation and communication skills for diverse audiences
• Experience working with professional introducers and generating referrals
• Proficiency in financial planning software and CRM systems
• Full UK driving licence for client visits across the M4 Corridor
• Strong business development acumen with proven results
• Ability to work independently while contributing to team objectives

Benefits

• Competitive base salary £60,000 - £75,000 dependent on experience
• OTE £100,000+
• Hybrid working arrangements with Cardiff office base
• 28 days annual leave plus bank holidays with service-related increases
• Comprehensive pension scheme with employer contributions
• Private medical insurance and healthcare benefits
• Plus so much more!

The Ideal Candidate

The successful candidate will be an accomplished Senior Financial Advisor with a demonstrable track record of managing substantial client relationships and achieving strong business results. You'll combine deep technical expertise with exceptional interpersonal skills, enabling you to build lasting relationships with sophisticated private clients.

You should be someone who thrives in a senior role, comfortable with the responsibility of driving both client outcomes and business growth within your territory. The ideal candidate will be self-motivated, commercially astute, and committed to maintaining the highest professional standards while embracing the opportunities that hybrid working and territorial responsibility provide.

For a confidential discussion about this exceptional opportunity, please contact Jo (Mrs H) at Avocet Commercial Careers.