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Financial Advisor – South Wales Client & Planning
Job in
Bridgend, Bridgend County, CF31, Wales, UK
Listed on 2026-07-28
Listing for:
Cavendish Maine
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Cavendish Maine in the United Kingdom is seeking an experienced Financial Advisor to service an existing client bank in South Wales. The role requires delivering regulated financial advice across investments, pensions, protection and tax planning.
You will conduct thorough reviews, prepare personalised plans and reports, and identify opportunities to grow the client base. The ideal candidate will hold a Diploma in Financial Planning, be IT literate and excellent at building lasting client
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