Full job descriptionI’m currently representing a highly respected national wealth management and financial planning firm that is looking to appoint an experienced Financial Planner as part of continued expansion following a recent acquisition in South Wales.

This is an excellent opportunity to join a well-established business with a strong reputation, significant growth trajectory and a genuinely client-centric culture.
The firm advises thousands of clients nationally and manages multi-billion-pound assets, offering Advisers the backing, infrastructure and stability of a larger organisation while maintaining a collaborative and personable environment.
What makes this opportunity particularly attractive:
*Established client bank provided
*Approx. £50m AUM
*£345k recurring income
*Strong internal support structure
*In-house investment capability and modern technology offering
*Growth-focused business with continued investment in Advisers
The ideal candidate will:
*Hold a minimum level 4 diploma qualification
*Have proven experience delivering regulated financial advice
*Be technically strong with excellent relationship-building skills
*Be comfortable meeting clients face-to-face across South Wales
This role would suit an Adviser looking to inherit a quality client bank within a progressive and supportive environment, with genuine long-term potential.
If you’d be interested in a confidential discussion, please get in touch directly via








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