Financial Advisor

The opportunity

We are looking for a Financial Adviser to join our MHA Cardiff office, following the expansion of MHA’s accounting offices in Wales with the addition of offices in both Swansea and Cardiff in the last year.

We are seeking self-motivated individual currently working in the private client sector who would like to join a successful operation and bring clients the benefits of a multi-disciplinary approach and MHA Cave Wealth’s broad range of in-house services.

 

Who we are

MHA Caves Wealth is the wealth management division of MHA, one of the UK’s leading accountancy, tax, and business advice groups. The firm offers fully independent integrated financial advice, investment management, and stockbroking services.

 

We provide advice on a broad range of investments and also offer our own model portfolio solution and bespoke discretionary management services, through a team of in-house Investment Managers. Our clients include charities, trusts, and companies, in addition to private clients and their families. We pride ourselves on providing a personal, tailored service and building longstanding relationships with our clients.

 

Qualifications and skills

Ideally candidates will already have attained Chartered status (or will be currently qualified at Level 4 with a view to attaining such) and will already have at least 3 years’ experience in a client-facing role.

Experience working within an accountancy practice and/or existing client relationships in the region would be an advantage.

 

The offering

 

Our remuneration package and bonus scheme is competitive and allows advisers to focus on, and benefit from, ongoing client relationships.

 

MHA Caves Wealth offers and fun, friendly and supportive working environment and the Company’s track record of long-term staff retention speaks for itself.

Applications from motivated individuals seeking to further their career within a long-established, reputable firm are welcomed.

It’s an exciting time to join the firm so take your next career step with us.

To apply for this job email your details to lmcafee@mhacaves.co.uk.