Financial Planner

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...

Associate Financial Planner - Cardiff **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that...

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...

3 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...

We are working with an industry-leading national Wealth Manager who are looking for an experienced Financial Planner to join their highly successful team in Cardiff. The role would be taking over some existing clients and then with leads, referrals and professionalintroducers there is ample to build business quickly. To be considered for the role you would...

When 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...

Evelyn Partners are the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largestprofessional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021). We are...

Evelyn Partners are the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largestprofessional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021). We are...

A modern advisory firm in the UK is seeking a Financial Planner to deliver high-quality financial advice within a flexible working environment. This role focuses on client relationships and business growth through innovative strategies. With a competitive base salary of up to £65,000 and performance-linked earnings potentially reaching £100,000, this...

Client-First Culture | Cardiff-Based IFA Seeks Experienced Financial PlannerAre you an experienced Financial Planner seeking a new role that values work-life balance, integrity, and long-term client relationships? This is your opportunity to join a forward-thinking, multi-office Independent Financial Adviser (IFA) firm in Cardiff that genuinely puts clients...