Location
Bridgend
Salary £30000 - £60000 TypePermanent WorkplaceOn-Site Ref89815
Chartered Financial Planner
South Wales | Hybrid Working | Salary Open DOE
A well-established financial planning firm in South Wales is seeking an experienced Financial Planner to join its team.
This is an opportunity to join a professional and client-focused business offering a supportive environment and long-term stability.
The successful candidate will be responsible for managing and developing client relationships, delivering holistic financial advice and contributing to new business growth. A small number of clients may be available to transition, though not a full client bank. Advisers who can bring existing clients will be viewed favourably.
Candidate Profile
1. Chartered Financial Planner preferred
2. Level 4 Diploma (minimum)
3. Candidates working toward Chartered status welcomed
4. Strong technical knowledge and compliance awareness
5. Commercial mindset with the ability to generate business
6. Client bank advantageous but not essential
Package
Salary is open and dependent on experience, qualifications and the overall value brought to the role.
This is a strong opportunity for an adviser seeking flexibility, autonomy and the platform to develop their client base within a reputable firm.
For a confidential discussion or to express interest, please get in touch.