I'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 Samantha.durbridge@idexconsulting.com.
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