An exciting opportunity has arisen for an experienced Independent Financial Adviser (IFA) to join a well-established and highly regarded financial planning team based in Cardiff. Provide high-quality, holistic financial planning advice to high-net-worth individuals
Deliver personalised financial advice covering pensions, investments, tax, protection, and estate planning
Develop new business opportunities through networking, referrals, and cross-department collaboration
Ensure all advice and documentation complies with regulatory requirements
Level 4 Diploma in Financial Planning (DipPFS or equivalent)
Proven experience advising high-net-worth clients across a range of financial planning areas
Strong technical knowledge and up-to-date regulatory understanding
Additional qualifications such as Chartered Financial Planner or CFP are highly desirable
Salary up to £55,000 (DOE) plus performance-based bonuses
~ 25+ days holiday plus bank holidays
~ Support with professional fees and exams
~ Employee wellbeing and assistance programmes
~ Discounts with local businesses and other employee perks