IDEX Consulting is seeking an experienced Financial Planner to join a respected wealth management firm in Cardiff, Wales. This role offers the opportunity to manage an established client bank with approximately £50m AUM, backed by a strong internal support structure and modern technology.
The ideal candidate will have a minimum level 4 diploma, proven financial advice experience, and excellent relationship-building skills. This position promises not only long-term potential but also a collaborative and client-centric culture.
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