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Financial Adviser

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Wealth Manager - Swansea

  • Salary : Negotiable
  • Full/Part Time : Full Time
  • Job Contract : Employed
  • Job Ref# : WD2410
  • Job Posted : 19th March 2020

Financial Adviser - Swansea // Swansea

Employed Financial Adviser

Are you looking for a role that provides quality, qualified leads/appointments combined with an excellent salary and on target earnings in excess of £94,000?

Are you results focused, energetic and motivated to deliver with an enthusiastic, flexible, determined can do attitude?

Do consider yourself to be persuasive, client focused and ambitious?

Our client is a specialist provider of financial education in the workplace and are now looking to build on their success. We have several vacancies for Advisers with good Pension knowledge and experience. 

Can You?

  • Understand the implications of current pension legislation

  • Understand and be able to calculate allowable pension contributions taking into consideration existing pension arrangements

  • Understand and be able to calculate the effects of pension contribution tax relief on an individual’s tax computation

  • Explain and understand the differences between all the various pension schemes available and provide guidance on suitability

  • Be able to explain the benefits, merits and detractions of a self-invested personal pension

  • Understand and be able to demonstrate the benefits of utilising available tax reliefs, where appropriate

Requirements for role

  • Diploma qualified
  • Competent Adviser Status or recent
  • JO5, AF3 or G60 – preferable 


  • Salary £40,000 to £60, 000 (OTE £90,000+)
  • Pension (3% Employee and 6% employer)
  • 25 Days holidays
  • DIS
  • PMI
  • Bonus Scheme

You are currently applying for the role : Financial Adviser

Candidates must be eligible to work in the United Kingdom or hold a valid work permit as well as being available to attend an interview at short notice.

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