IDEX Consulting is partnering with a prestigious national wealth management firm seeking an experienced Financial Planner for their Wales office. This role involves managing an existing client book valued at £60m while delivering exceptional service to HNW and UHNW clients.
The firm offers an attractive bonus structure, 30 days annual leave, and flexible working arrangements. Successful candidates will need a Level 4 qualification and experience in financial advice, along with a proactive approach to business generation.
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