Financial adviser Work, Jobs in Wales (with Salaries)

Trainee Financial Adviser - Wales
Quilter Academy —Wales
- Full-time
- Remote
- Microsoft Outlook
- Travel
Quick apply
Financial Adviser (Cardiff)
Perspective Financial Group —Cardiff
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Wealth Administrator Assistant
Royal Bank of Canada —Cardiff
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
13d
Paraplanner
Legal & General Investment Management —Cardiff
- Employee discount
Personal Tax Assistant
Azets —Cardiff
- Full-time
- Tax experience
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
7d
Life Insurance Adviser
Red Ruby Financial Ltd. —Cowbridge
- £28,000.00 - £53,888.30 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Life insurance
Quick apply
Paraplanner
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Employee discount
Quick apply
IFA Administrator/Trainee Paraplanner
Dragon Financial Planning Ltd —Newport
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Sick pay
Quick apply
13d
Protection Consultant, LIFE INSURANCE
iQuote —Ammanford
- £45,000 - £60,000 a year
- Full-time
- Sales
- Customer service
- In-person
- Life insurance
- Referral programme
Quick apply
12d
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
8d
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
16h
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Loans Assessor
Smart Money Cymru Community Bank —Caerphilly
- £24,454.04 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
Quick apply
14d
Sales Advisor
Red Ruby Financial Ltd. —Cowbridge
- £25,000 - £55,000 a year
- Full-time
- Bilingual
- Sales
- Customer service
- Free parking
Quick apply
Employment Adviser
The Fedcap Group —Ammanford
- £24,256.44 - £27,486.94 a year
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
4d
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
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
8d
Corporate Finance Manager
Hazlewoods —Cardiff
- £52,000 - £62,000 a year
- Full-time
- Hybrid work
- Management
Quick apply
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply

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Trainee Financial Adviser - Wales

Quilter Academy
Wales

Quick apply

Job details

Full-time

Qualifications

Driving Licence
Microsoft Outlook
Certificate in Insurance

Full job description

Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!

Are you exploring your next career move and looking for a role where you can make a meaningful impact?

Do you:

Enjoy helping others?
Have a strong network of personal and professional connections?
Aspire to build a fulfilling career with flexibility and purpose?

If so, Quilter Academy could be your route to achieving your aspirations.

We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter.

This is your chance to join a fully supported career transition programme (funding available) that will help you achieve your goals and become a qualified, self-employed financial adviser.

What We Offer:

A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning.

For those who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI), we offer an immersive 3-month skills development programme. This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.

A proposition that can lead to a secure financial future with the potential to build a business with capital value.

What We’re Looking For:

Individuals with varied career journeys , life experience who bring unique perspectives and insights, with a positive outlook and ability to network.
Strong interpersonal skills and a commitment to building meaningful client relationships.
Analytical thinkers with attention to detail.
Trustworthy individuals capable of managing financial responsibilities.
Motivated individuals who are interested in self-employment and shaping their own career path.

Essential Requirements:

The right to work in the UK and appropriate visas for a minimum of 5 years.
At least 5 years of career history.
A satisfactory credit history (required for regulatory purposes).
Ability to travel for client meetings – Full driving license

Could this be you?

If you're driven, people-focused, and ready to take control of your future, the Quilter Academy could be your perfect next step.

Apply today and start your journey toward a fulfilling new career as a financial adviser.

Quick apply

Refine Your Search

financial adviser jobs in wales

Trainee Financial Adviser - Wales

Financial Adviser (Cardiff)

Wealth Administrator Assistant

Paraplanner

Personal Tax Assistant

Clerk to Community Council

Life Insurance Adviser

Paraplanner

IFA Administrator/Trainee Paraplanner

Protection Consultant, LIFE INSURANCE

Scheme Manager

Customer Service- Senior Personal Banker

Client Services Manager

Loans Assessor

Sales Advisor

Employment Adviser

Client Services Executive

M&A Lead - Estate Agency

Corporate Finance Manager

Administrator

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