Fram Search is working with a respected Financial Planning firm that is looking to appoint an experienced Financial Planner to take responsibility for an established portfolio of clients across South and West Wales. This role is focused on maintaining long-term client relationships while gradually developing new ones, providing stability for clients and continuity of high-quality advice. You’ll work closely with clients to understand their financial goals, delivering tailored planning across pensions, investments and protection, supported by cashflow modelling and holistic financial planning tools. Meetings are conducted both face-to-face and virtually, allowing advisers to build trusted relationships and support clients over the long term. Key responsibilities include: Managing and developing an established regional client portfolio Delivering personalised financial planning using cashflow modelling Conducting regular client reviews while maintaining strong regulatory and service standards This opportunity would suit an adviser who enjoys building lasting client relationships and delivering thoughtful, structured financial planning. Level 6 qualifications or Chartered status would be advantageous. Applicants must have the right to work in the UK.