Financial Advisor

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.

Salary:
Up to £80,000 DOE

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:

• Strong internal support structure
• In-house investment capability and modern technology offering
• Growth-focused business with continued investment in advisers

The ideal candidate will:

• 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