IFA - Swansea
Perm
Remote / Swansea region
Swansea
To c£60,000 + bonus + benefits
Financial Services
Financial Planner
690366
You tell your clients to invest for the long term. Do you follow the same advice when it comes to your career?
At this company there's no validation to earn bonus and you get 10% on all your ongoing.
Not bad when you'll inherit £90,000 - £105,000 of ongoing in year one. Plus your salary (£45,000), plus car allowance (£3,600) and company profit share (£1,800).
Put simply, before writing any new business, year-one earnings should be around £55,000-£60,000 once salary, car allowance, profit share and inherited ongoing income are included. Any new business sits on top and pays at 15%, again with no validation.
The inherited client bank has already generated £34,000 of new business income in the first five months of 2026, so there is clearly opportunity there without having to start from scratch.
The salary is a starting point, not a ceiling. The firm have introduced a career journey plan giving you a clear overview of what you need to do to rise through the ranks.
And as you grow so will your salary. And it's as transparent and accountable as you can get.
They've got a great handle on support too.
You'll have someone on hand to sort valuations and schedule meetings/reviews. And they have someone on hand for all queries relating to their client system.
You'll have a buddy and a dedicated manager. There's a proper induction (expensed). Plus the support of the wider IFA team who are always on hand to help.
And we know the people here well. They're a great bunch. You'll find that out at interview.
Benefits:
HERE'S WHAT YOU'LL NEED:
You'll be a level 4 qualified financial planner (IFA or restricted). You will need CAS and in the region 2 years+ experience as an adviser.
You will enjoy working in an environment where you're empowered. You'll be a self-starter. And you'll have decent technical knowledge across pensions and investments in particular.
Clients are largely in the Swansea region, although most are seen virtually.
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This is a chance to inherit a genuine client bank, earn from it straight away and build something longer term without starting from zero. Want to find out more? Click apply.
If you don’t have a CV, just send us your contact details. We can deal with the CV later.
Everyone will receive a response.
At this company there's no validation to earn bonus and you get 10% on all your ongoing.
Not bad when you'll inherit £90,000 - £105,000 of ongoing in year one. Plus your salary (£45,000), plus car allowance (£3,600) and company profit share (£1,800).
Put simply, before writing any new business, year-one earnings should be around £55,000-£60,000 once salary, car allowance, profit share and inherited ongoing income are included. Any new business sits on top and pays at 15%, again with no validation.
The inherited client bank has already generated £34,000 of new business income in the first five months of 2026, so there is clearly opportunity there without having to start from scratch.
The salary is a starting point, not a ceiling. The firm have introduced a career journey plan giving you a clear overview of what you need to do to rise through the ranks.
And as you grow so will your salary. And it's as transparent and accountable as you can get.
They've got a great handle on support too.
You'll have someone on hand to sort valuations and schedule meetings/reviews. And they have someone on hand for all queries relating to their client system.
You'll have a buddy and a dedicated manager. There's a proper induction (expensed). Plus the support of the wider IFA team who are always on hand to help.
And we know the people here well. They're a great bunch. You'll find that out at interview.
Benefits:
- Monthly mileage
- Company mobile phone and laptop
- 33 days holiday (including BH)
- Christmas shutdown paid off (typically the 3 working days between Boxing Day and New Year). This does not come off holiday allowance
- Enhanced bereavement leave policy
- Death in Service benefit 3 x salary or £100k, whichever is greater
- Profit share scheme (discretionary, but last 2 years, has been 4% of basic salary as a bonus)
- UNUM wellbeing app – access to discounts at hundreds of retailers, such as Marks and Spencer’s, Sainsbury, etc., as well as access for you and your family to GP appointments, legal advice, counselling
HERE'S WHAT YOU'LL NEED:
You'll be a level 4 qualified financial planner (IFA or restricted). You will need CAS and in the region 2 years+ experience as an adviser.
You will enjoy working in an environment where you're empowered. You'll be a self-starter. And you'll have decent technical knowledge across pensions and investments in particular.
Clients are largely in the Swansea region, although most are seen virtually.
-----------------------------------------------------------------------------------------
This is a chance to inherit a genuine client bank, earn from it straight away and build something longer term without starting from zero. Want to find out more? Click apply.
If you don’t have a CV, just send us your contact details. We can deal with the CV later.
Everyone will receive a response.