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HNW Wealth Planner — Hybrid, Client Book
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2025-12-30
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading national wealth management firm is seeking an experienced Financial Planner for their Cardiff office. This opportunity offers management of a £60m client book and the potential for exceptional earnings. The ideal candidate will have experience in delivering regulated financial advice, managing HNW clients, and navigating complex financial cases. Benefits include a competitive bonus structure, 30 days of annual leave, and flexible hybrid working arrangements.
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