Financial adviser Work, Jobs in Llantwit Major, Vgl (with Salaries)

Independent Financial Adviser
James and Associates Financial Services Ltd —Minehead
- £45,000 - £55,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Clerk to Community Council
St Brides Major Community Council —Bridgend
- £18.35 - £20.29 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Customer service
- Administrative experience
Quick apply
Operational Risk Lead (Financial Services)
Sopra Steria —Newport
- Up to £75,000 a year
- Hybrid work
- Travel
- Financial services
- Leadership
- Annual leave
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
3d
Scheme Manager
Odyssey Pensions Limited —Pencoed
- £25,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Health & wellbeing programme
- Annual leave
Quick apply
Insurance Manager
Vita —Cardiff
- £32,500 - £38,220 a year
- Full-time
- Hybrid work
- Sales
- In-person
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
2d
Paraplanner
Legal & General Investment Management —Cardiff
- Employee discount
Paraplanner
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Employee discount
Quick apply
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
3d
Audit & Accounts Senior
WBV Limited —Swansea
- £25,000 - £35,000 a year
- Full-time
- Analysis skills
- Accounting
- Mentoring
- Sick pay
Quick apply
Personal Tax Assistant
Azets —Cardiff
- Full-time
- Tax experience
Quick apply
Corporate Finance Manager
Hazlewoods —Cardiff
- £52,000 - £62,000 a year
- Full-time
- Hybrid work
- Management
Quick apply
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
9d
Customer Service- Senior Personal Banker
National Westminster Bank PLC —Swansea
- From £28,475 a year
- Full-time
- Customer service
- Organisational skills
- Communication skills
- Annual leave
10d
Agency Appointments Manager
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
3d
Apprentice Customer Support Advisor
Torfaen County Borough Council —Torfaen
- Customer service
- English
- Communication skills
8d
Business Tax Manager
Menzies LLP —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Accounting
- IT
Head of Actuarial
Admiral —Cardiff
- Annual leave
Agency Appointments Manager
Legal & General Investment Management —Cardiff
- Financial services
- Communication skills
- Employee discount
2d
M&A Lead - Estate Agency
T Samuel Estate Agents —Aberdare
- £26,000 - £36,000 a year
- Full-time
- Hybrid work
- Management
- Business development
- In-person
- Referral programme
Quick apply

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Independent Financial Adviser

James and Associates Financial Services Ltd
Minehead

Quick apply

Job details

Permanent | Full-time
£45,000 - £55,000 a year

Qualifications

Financial planning
Driving Licence
Organisational skills
Financial services
Certificate in Insurance

Full job description

Financial Adviser

· £45,000 - £55,000 per annum

· Minehead, Somerset

· Full Time

· Employed Position

We are looking for a personable, thoughtful and self-motivated Qualified Financial Adviser to join our team.

James & Associates Financial Services Limited is a business built on clarity, integrity and genuine client care.

We are an independent financial advising firm with a strong reputation and a clear, client-centred philosophy.

We put client satisfaction and client retention at the heart of what we do, therefore we are looking for individuals who share these values.

About the Role

This is an outstanding opportunity for an ambitious Financial Advisor to join a thriving practice and take ownership of a substantial client portfolio. Based primarily in the West Somerset area, you will manage client relationships both in the office environment and through home visits, providing flexibility and personal service that clients truly value.

You will inherit a healthy and very warm client bank with substantial Assets Under Management, plus benefit from a steady stream of new client opportunities and warm leads. The role offers excellent support through our dedicated administration and compliance team, allowing you to focus on what you do best – building relationships and growing the business.

A fully employed role, providing advice across the full range of financial planning, covering retirement planning, investments, tax planning, savings and protection, Identifying client needs and providing excellent standards of client service. You will be provided with a client portfolio to service and develop. Full administration and compliance support provided.

What you’ll be responsible for
Managing and reviewing an existing portfolio of clients

Conducting client meetings both in the office and at client homes

Evaluate clients’ financial documents including their income, expenses, and liabilities.

Providing support, guidance and holistic advice on retirement, investments, savings, and insurance.

Delivering annual reviews and ongoing servicing

Building and maintaining long-term relationships, helping clients understand and achieve their immediate and ongoing financial goals.

Monitoring changing client needs and adjusting plans accordingly

Working collaboratively with the administration and compliance team to deliver exceptional client service.

Keeping abreast of regulatory developments, market trends and best practices to ensure consistently compliant and effective advice.

Upholding our company values and Consumer Duty responsibilities, delivering great client outcomes

What we’re looking for
Strong attention to detail and a genuine commitment to delivering first-class advice

Strong track record of managing and growing client relationships

Excellent communications skills, both written and verbal

Great organisational skills to manage a large and diverse task list to ensure we deliver great client journeys.

You should have a full UK Driving Licence and willingness to clients’ homes when needed.
You should value long-term relationships over short-term wins

You should have sound knowledge of investment products, retirement planning and protection solutions.

You should have familiarity with regulatory requirements, including Consumer Duty responsibilities
You must be fully Diploma qualified in Financial Planning or equivalent to level 4 standard

You should be an experienced Financial Adviser (5+ years) ideally in an independent environment

You should align with the company values of putting clients first.

What’s on Offer

Inheritance of a substantial, loyal client book.

Extensive administrative support to allow you to focus on client service and strategic growth.

Regular access to new client introductions and warm leads to support further development.

Competitive basic salary circa (negotiable depending on experience)

Our Ideal Candidate

Our ideal candidate will be a skilled relationship builder and experienced financial adviser who thrives on developing long-term client partnerships.

You should be someone who takes genuine satisfaction in helping clients achieve their financial goals whilst building a successful and rewarding career for yourself. The ability to work both independently and as part of a collaborative team is essential, along with the drive and ambition to grow both personally and professionally within this established and respected firm.

This is an exceptional opportunity for an experienced adviser seeking career progression and long-term stability within a thriving independent firm.

To Apply:

Please send your CV and a covering letter telling us more about yourself to;

Jo Smyth

James & Associates Financial Services Limited

13 Bancks Street

Minehead

Somerset

TA24 5DJ

Or email; [email protected]

Job Types: Full-time, Permanent

Pay: £45,000.00-£55,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in llantwit major, vgl

Independent Financial Adviser

Clerk to Community Council

Operational Risk Lead (Financial Services)

Client Services Administrator

Scheme Manager

Insurance Manager

Paraplanner

Paraplanner

Client Services Supervisor

Audit & Accounts Senior

Personal Tax Assistant

Corporate Finance Manager

Financial Planning Administrator - 12-month FTC

Customer Service- Senior Personal Banker

Agency Appointments Manager

Apprentice Customer Support Advisor

Business Tax Manager

Head of Actuarial

Agency Appointments Manager

M&A Lead - Estate Agency

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