IHT & Tax Planning Advice Leader

A leading financial services company in Cardiff is seeking an Advice Manager to deliver high-quality financial advice and mentor a team of advisers. The role involves overseeing complex Inheritance Tax cases, ensuring compliance, and optimizing client journeys. Ideal candidates will have a Level 4 Diploma in Financial Planning and strong leadership skills. Benefits include performance-related bonuses, a generous pension, and extensive holiday options.

Join a supportive culture focused on career development and flexible working arrangements.
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