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Senior Wealth Planner | Inherit South Wales Client Bank

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 72000 - 88000 GBP Yearly GBP 72000.00 88000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planner | Inherit a South Wales Client Bank

IDEX Consulting Ltd is seeking an experienced Financial Planner in Cardiff as part of their expansion after a recent acquisition. This role offers the chance to join a respected wealth management firm with a strong reputation and growth opportunities.

The successful candidate will inherit a quality client bank and work within a supportive and progressive environment, focusing on delivering regulated financial advice to clients across South Wales.

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Position Requirements
10+ Years work experience
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