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Aspiring Financial Planner: Mortgage & Protection Focus

Job in Carmarthen, Carmarthenshire, SA31, Wales, UK
Listing for: Affinity Financial Management
Full Time position
Listed on 2026-07-14
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 25000 - 34000 GBP Yearly GBP 25000.00 34000.00 YEAR
Job Description & How to Apply Below

Affinity Financial Management in Carmarthen is seeking a full-time Associate Financial Planner to support senior planners in preparing bespoke financial solutions, including mortgage, protection, and wealth management strategies. This on-site role offers a clear path for career development.

The role provides full training and qualification support, with hands-on experience across mortgages, protection and wider business operations.

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