trainee financial advisor jobs in Cardiff

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a...

Financial Adviser | Cardiff / South Wales | c.£80,000 + Bonus Inherit Established Client Bank | £32.8m AUM | Acquisition Opportunity I’m currently representing a leading, progressive financial planning firm who are looking to appoint an experienced Financial Adviser to take over an established client bank as part of a business acquisition in South Wales. This is a rare opportunity to inherit a...

Overview Chief Financial Officer Recruiting for Cardiff, Newport, Swansea & Bridgend What's the opportunity? If you're a top quality Chief Financial Officer / Finance Director who's frustrated and fed up with the confines of a normal corporate life and you're looking for something different, or you're an independent CFO who's already made the break from corporate life, or a working or...

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales Role and Responsibilities Provide regulated financial advice across investments, pensions, protection, and tax planning. Conduct thorough reviews of clients financial...

We are on the look out for experienced collections advisors, to join an established Financial Services company, with a super friendly and supportive team, in Cardiff. Youll enjoy a host of company perks, the opportunity to work on a hybrid basis and benefit from supportive managers who really invest in your career. Heres a bit more information: Position: Collections Advisor Location: Cardiff...

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

You will learn how to assess and control risks, understand legal responsibilities, and investigate incidents. Step 2 – NEBOSH General CertificateBuild on your foundation with the NEBOSH General Certificate, the gold standard for health and safety professionals. This qualification covers workplace hazards, health and safety legislation, and how to design and implement effective safety systems.

Description: Trainee/Associate Client Advisor We have a fantastic opportunity to join our Public Sector Team in our Cardiff office as a Trainee/Associate Client Advisor. This is the perfect role for someone with a strong educational background with ambitions to join an established, market leading insurance broker. Within this role you will have the opportunity to join our exciting Public...

You will have exposure to a wide range of disputes, including contractual disputes, shareholder and partnership disputes, professional negligence, fraud, and regulatory matters.

You will have a strong technical background, excellent strategic thinking, and experience handling complex and high-value disputes.

You will manage new business submissions, carry out fund switches, process claims, and liaise with platforms and providers to complete client applications and service requests promptly.

You will also provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency and service delivery.

Financial Controller Location: Cardiff (Hybrid) Salary: £50,000-£60,000 About the Opportunity The company is an ambitious, fast-growing SME preparing for an exciting merger and growth phase. To support this journey, the organisation is seeking a Financial Controller to take ownership of the finance function and play a pivotal role in preparing the business for transformation. This position...

This role will form a key part of the corporate governance for the University's central Finance function. The role will work closely with colleagues in Finance, the Professional Services and the Schools in managing and maintaining the operation of the financial accounting function including taxation, audit, compliance, insurance, and financial accounting. You'll lead the way by: Being a...

You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly. The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work.

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.As a...

A leading financial planning firm in South Wales is seeking an experienced Advisor to provide high-quality financial advice across investments, pensions, protection, and tax planning. This role requires conducting thorough reviews of clients' financial circumstances, and ideal candidates will possess significant experience in this field. This position offers the opportunity to work with an...

Financial Adviser | Cardiff / South Wales | c.£80,000 + Bonus Inherit Established Client Bank | £32.8m AUM | Acquisition Opportunity I’m currently representing a leading, progressive financial planning firm who are looking to appoint an experienced Financial Adviser to take over an established client bank as part of a business acquisition in South Wales. This is a rare opportunity to inherit a...

Financial Adviser | Cardiff / South Wales | c.£80,000 + BonusInherit Established Client Bank | £32.8m AUM | Acquisition OpportunityI’m currently representing a leading, progressive financial planning firm who are looking to appoint an experienced Financial Adviser to take over an established client bank as part of a business acquisition in South Wales.This is a rare opportunity to inherit a...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.As a...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.As a...