More jobs:
Desk- Financial Planner — Hybrid, Lifestyle Planning
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-06-05
Listing for:
United Cerebral Palsy of Georgia
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
United Cerebral Palsy of Georgia is seeking a Desk Based Financial Planner based in Cardiff. This role provides an opportunity for early-career Financial Advisers to progress towards field-based positions while managing up to 300 clients through financial coaching and lifestyle planning.
The position offers flexibility in working from office or home, with great support and a commitment to professional development. Key qualifications include a Level 4 Diploma in Financial Planning and relevant experience in an advisory setting.
Benefits include a competitive salary, bonuses, and various company perks like private medical coverage and generous holidays.
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