Senior Financial Planner - Inherited Client Bank & AUM
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-06-04
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Banking & Finance
Job Description & How to Apply Below
IDEX Consulting is seeking an experienced Financial Planner to join a respected wealth management firm in Cardiff, Wales. This role offers the opportunity to manage an established client bank with approximately £50m AUM, backed by a strong internal support structure and modern technology.
The ideal candidate will have a minimum level 4 diploma, proven financial advice experience, and excellent relationship-building skills. This position promises not only long-term potential but also a collaborative and client-centric culture.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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