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Senior Financial Adviser - Inherit Client Book; Hybrid

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 GBP Yearly GBP 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Adviser - Inherit Client Book (Hybrid)
A progressive financial planning firm in South Wales is looking for an experienced Financial Adviser to manage and develop an established client bank. The ideal candidate will possess a Level 4 qualification and proven experience with high-net-worth clients, excelling in communication. The role offers a salary of circa £80,000 with a competitive bonus structure, flexible hybrid working, and long-term growth opportunities within a supportive environment.
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Position Requirements
10+ Years work experience
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