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Hnw wealth planner — hybrid, £60m client book

Cardiff
Idex Consulting
Wealth planner
Posted: 18h ago
Offer description

A leading national wealth management firm is seeking an experienced Financial Planner for their Cardiff office. This opportunity offers management of a £60m client book and the potential for exceptional earnings. The ideal candidate will have experience in delivering regulated financial advice, managing HNW clients, and navigating complex financial cases. Benefits include a competitive bonus structure, 30 days of annual leave, and flexible hybrid working arrangements.
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