Financial Advisor; South Wales

I'm currently representing a highly respected national wealth management and financial planning firm that is looking to appoint an experienced Financial Planner as part of continued expansion following a recent acquisition in South Wales.

This is an excellent opportunity to join a well-established business with a strong reputation, significant growth trajectory and a genuinely client‑centric culture.

The firm advises thousands of clients nationally and manages multi‑billion‑pound assets, offering advisers the backing, infrastructure and stability of a larger organisation while maintaining a collaborative and personable environment.

What makes this opportunity particularly attractive:

• Established client bank provided
• Approx. £50m AUM
• £345k recurring income
• Strong internal support structure
• In‑house investment capability and modern technology offering
• Growth‑focused business with continued investment in advisers

The ideal candidate will:

• Hold a minimum level 4 diploma qualification
• Have proven experience delivering regulated financial advice
• Be technically strong with excellent relationship‑building skills
• Be comfortable meeting clients face‑to‑face across South Wales

This role would suit an adviser looking to inherit a quality client bank within a progressive and supportive environment, with genuine long‑term potential.

If you'd be interested in a confidential discussion, please get in touch directly via Samantha

At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.