Financial Service Planner

1 week ago


Cardiff, United Kingdom IDEX Consulting Ltd Full time

Financial Planner – £80,000 + Bonus – Cardiff region
I’m excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Cardiff office.

This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. This is a remarkable opportunity to work with a market-leading business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients, handling complex financial cases as well as have excellent record of new business generation.

Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
Confident in managing HNW clients and navigating intricate casework.
Highly attractive bonus structure.
~30 days annual leave + bank holidays
~ Flexible, hybrid working arrangements.
~ Private medical insurance
~ The successful candidate will need to live local to Wales. Financial Planner – £80,000 + Bonus – Cardiff region


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