Personal Wealth Advisor
- Cardiff
- £63,000-80,000 per year
- Permanent
- Full-time
Transparent Bonus Scheme: Discretionary performance-related bonuses, with the opportunity to significantly increase your total earnings.
Generous Holiday Allowance: 30 days annual leave plus bank holidays, with flexibility to buy or sell additional days.
Pension Contributions: Min 9% employer contribution on top of your own.
Flexible Benefits: A cash allowance of 4% of salary to use towards benefits of your choice - or take as cash.
Professional Growth: Support with continuous development, professional qualifications, and pathways to Chartered status.
Work-Life Balance: Mostly remote working with client meetings delivered in person and virtually.The RoleAs a Personal Wealth Adviser, you will:Deliver holistic financial planning advice that helps clients meet both immediate and long-term goals.
Build and manage trusted, long-lasting client relationships.
Onboard new clients and expand your portfolio through referrals and business development strategies.
Apply cashflow modelling and technical analysis to create tailored financial plans.
Stay ahead of regulatory and market developments to ensure best client outcomes.About YouWe are looking for someone who can demonstrate:Level 4 Diploma in Financial Advice (Level 6 / Chartered desired but not essential).
Proven experience delivering comprehensive financial planning.
Strong knowledge across investments, pensions, and protection.
Excellent communication and relationship-building skills.
Attention to detail and the ability to manage a varied portfolio in a dynamic environment.
Commitment to professional standards and continuous learning.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion MissionAt IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.