Financial planner

Financial Planner

Cardiff

£60k circa


Our client is a well-established and respected wealth management company, proudly supporting a national team of over 100 expert Planners operating across the UK. Dedicated to helping individuals and families grow, protect, enjoy, and share their wealth, they deliver impartial, tailored advice through transparent, accessible, and cost-effective solutions.

Whether clients are planning for retirement, buying their first home, or investing for the future, our clients mission is to provide support and guidance every step of the way.

The Role:
We are seeking an experienced Financial Planner to join this expanding business. In this FCA-regulated role, youll deliver high-quality, compliant, and client-focused advice while contributing to the firms continued growth through new asset generation and revenue development.

Key Responsibilities:

1. Deliver bespoke financial advice tailored to client goals, including retirement planning, investment management, and financial forecasting.
2. Take responsibility for developing new business and expanding client portfolios.
3.