Financial Planner | South Wales – £80,000 basic salary
I’m currently representing a highly respected national wealth management and financial planning firm that is looking to appoint an experienced Financial Planner as part of continued expansion following a recent acquisition in South Wales.
Location: South Wales – covering offices across Cardiff, Pontyclun & Llanelli
Salary: Up to £80,000 DOE
OTE: £100k+
Plus Car Allowance
This is an excellent opportunity to join a well-established business with a strong reputation, significant growth trajectory, and a genuinely client-centric culture.
The firm advises thousands of clients nationally and manages multi-billion-pound assets, offering advisers the backing, infrastructure and stability of a larger organisation while maintaining a collaborative and personable environment.
What makes this opportunity particularly attractive:
- Established client bank provided
- Approx. £50m AUM
- £345k recurring income
- Strong internal support structure
- In-house investment capability and modern technology offering
- Growth-focused business with continued investment in advisers
The ideal candidate will:
- Hold a minimum Level 4 Diploma qualification
- Have proven experience delivering regulated financial advice
- Be technically strong with excellent relationship-building skills
- Be comfortable meeting clients face-to-face across South Wales
This role would suit an adviser looking to inherit a quality client bank within a progressive and supportive environment, with genuine long-term potential.
If you’d be interested in a confidential discussion, please get in touch directly via Samantha.durbridge@idexconsulting.com
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