chartered financial adviser jobs in County of Cardiff

You will be a visible presence in the region but the firm know you'll spend a lot of time out and about seeing clients. Flexibility is the key word here. You'll want to work for an independent financial planner. -----------------------------------------------------------------------------------------Want to know more?

Tired of bringing in massive commissions for big companies while seeing minimal reward? We're the UK's fastest-growing medical protection specialists, and we want one exceptional adviser to join our tight-knit team as we scale rapidly. The Opportunity: - The Niche: High-earning doctors (3x conversion rates, 40% higher case values) - The Leads: Warm, qualified prospects provided + bonus splits...

Job Description Are you a Chartered Building Surveyor in London ready to take the lead on complex, high-value projects? If so, apply today! Our client, a respected and forward-thinking property consultancy in London who is seeking a Chartered Building Surveyor with the gravitas, technical excellence, and commercial acumen to deliver exceptional surveying advice across a varied and dynamic...

You will be motivated, adaptable, and keen to develop within a small but growing team, with clear progression routes to Senior, Associate, and Director levels. This is an outstanding opportunity to join a growing consultancy working on some of the most diverse and high-profile projects worldwide.

You will help members find manageable solutions by making outbound calls, agreeing realistic repayment plans, handling inbound calls, chats, and emails, and processing messages from partner organisations. You'll also collaborate with your team to share ideas, spot trends, and improve processes while demonstrating empathy, professionalism, and a customer-focused approach.

You will be responsible for providing expert advice, building strong client relationships, and ensuring that your clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: - Client Consultations: Conduct thorough consultations with clients to understand their financial goals, risk tolerance, and insurance needs.

🌟 Life Insurance Adviser (Consultative – High-Net-Worth Clients) This is a rare opportunity to join one of the UK’s most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients. You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships...

You will need Level 4, CAS or equivalent experience and the ability to generate at least £60 k gross or the clear plan to reach it.

You will collaborate with national and international multi-disciplinary design teams, using your insight and creativity to generate positive, sustainable, impactful designs.

You will have a proactive can-do attitude and demonstrate an innovative approach, high-quality presentation and communication skills, and confidence in undertaking site surveys and producing technical reports and designs.

Sales Adviser/Retail Advisor Salary £12.40 per hour Location Cardiff Contracted Hours A minimum of 4 hours per week This is a Permanent, Part time vacancy that will close in a month at 23:59 BST. The Vacancy Do you want to be the best and to be part of a wonderful team who display a huge amount of passion and knowledge about our product range in order to promote our brand? If so, then we...

About The Role Currie & Brown is one of the leading International physical asset management and construction consultancies, dedicated to advising clients worldwide with our expertise and experience in multiple sectors and services. We are differentiated by our people, innovation and reputation with a genuine global office network. Our people, from the first-day apprentice to senior management...

Job Description Are you an experienced Paraplanner looking to join a highly regarded Financial Planning firm that truly values its people and delivers outstanding client service? We’re working with a successful and well-established Financial Planning firm. The business has a strong name in the region; they are a Chartered business with an excellent reputation. The firm prides itself on its...

You will need:An understanding of the impact of crime on victims. Experience of managing a caseload including complex case management. The ability to balance competing needs and priorities. The ability to work independently and as part of a team. Effective verbal and written communication skills.

Job Description Currie & Brown is one of the leading International physical asset management and construction consultancies, dedicated to advising clients worldwide with our expertise and experience in multiple sectors and services. We are differentiated by our people, innovation and reputation with a genuine global office network. Our people, from the first-day apprentice to senior management...

You will be delivering these sites to budget, to agreed quality standards, safely, by motivating teams, and performing to the highest level.

You will also be responsible for adhering to and always engaging with the quality management system and other company procedures.

Job Description The Reward Partner supports the delivery of compensation and benefits programmes within a Wealth Management firm. This role provides analytical and advisory support across reward strategy, annual review processes, benchmarking and regulatory reporting, ensuring alignment with business objectives and compliance requirements. Strategic & Analytical Support - Assist in the...

You will collaborate with national and international multi-disciplinary design teams, using your insight and creativity to generate positive, sustainable, impactful designs. We have a strong practice design manifesto and always drive to deliver the best.

You will need to demonstrate the following capabilities and experience:

Are you someone who thrives on helping people navigate financial challenges? A growing, supportive brand is looking for a proactive Collections Adviser to join their team and support customers in finding realistic, manageable solutions.In this role, you'll engage with customers via outbound and inbound calls, emails, and chats, helping them agree repayment plans and processing messages from...

Currie & Brown is one of the leading International physical asset management and construction consultancies, dedicated to advising clients worldwide with our expertise and experience in multiple sectors and services. We are differentiated by our people, innovation and reputation with a genuine global office network. Our people, from the first-day apprentice to senior management make our business...

You will be a key part of a busy insurance and mortgage broker’s office, supporting clients with professional advice, building strong client relationships and ensuring that our clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: Insurance