Financial Planner
2 days ago
Financial Planner – £80,000 + Bonus – Cardiff regionI’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. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.This is a rare opportunity where you will be taking over an existing client book, valued at £60m. 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.Key Requirements:Level 4 qualified, Chartered preferred.Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.Confident in managing HNW clients and navigating intricate casework.Passionate, proactive, and self-motivated.What’s on Offer:Highly attractive bonus structure.30 days annual leave + bank holidaysFlexible, hybrid working arrangements.Private medical insuranceEnhanced family insuranceThe successful candidate will need to live local to Wales. If this opportunity aligns with your aspirations, or if you know someone who could be a perfect fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com.Financial Planner – £80,000 + Bonus – Cardiff region
-
Financial Planner
7 days ago
Cardiff, United Kingdom Resource Matters Ltd Full timeBasic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients....
-
Financial Planner
5 hours ago
Cardiff, United Kingdom mbf. Full timeWe are working with one of the UKs leading insurance brokers & financial planning organisations to recruit an additional Financial Planner. The business is well established and highly regarded, they hold Chartered status and have won multiple awards. Due to an existing Financial Planner retiring, they now have the requirement for another Financial Planner...
-
Financial Planner
1 week ago
Cardiff, United Kingdom IDEX Consulting Ltd Full timeFinancial 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...
-
Financial Planner
18 hours ago
Cardiff, United Kingdom IDEX Consulting Ltd Full timeFinancial Planner – £80,000 + Bonus – Cardiff regionI'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...
-
Financial Planner
16 hours ago
Cardiff, United Kingdom IDEX Consulting Ltd Full timeJob DescriptionFinancial Planner – £80,000 + Bonus – Cardiff regionI’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...
-
Financial Service Planner
1 week ago
Cardiff, United Kingdom IDEX Consulting Ltd Full timeFinancial 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...
-
Financial Planner
7 days ago
Cardiff, United Kingdom IDEX Consulting Ltd Full time3 days ago Be among the first 25 applicants This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from IDEX Consulting Ltd I’m excited to be partnering with a prestigious national wealth management firm who are...
-
Independent Financial Adviser IFA
4 weeks ago
Cardiff, United Kingdom Exchange Street Claims & Financial Services Full timeWhen we say this is a big opportunity we mean it. And we have the evidence to back it up.Here you'll be the only IFA in a region (Cardiff/Swansea) that has 6,500 accountancy clients. For context another region supports 8 IFAs with 12,000 clients and those planners are writing £500,000 - £750,000 per annum. So let's just say you'll have plenty to go at.And...
-
Financial Planner
4 days ago
Cardiff, United Kingdom Eng4ge Business Consultancy ltd Full timeEng4ge Business Consultancy are working on an exciting opportunity for an experienced Financial planner to support a growing Financial Services practice. They will support the Partner in servicing clients and providing a high level of client service. Theyare responsible writing suitability letters, cashflow documents and providing technical reports to the...
-
Associate Financial Planner
5 days ago
Cardiff, United Kingdom MB Fitzgerald Full timeOne of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an Associate Financial Planner to join their growing team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support and...