Financial Planner

Financial Planner – Up to £80,000 DOE – Wales I’m excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Wales office. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a rare opportunity where you will be taking over an existing client book, valued at £60m. This is a remarkable opportunity to work with a market-leading business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients, handling complex financial cases as well as have excellent record of new business generation. Key Requirements: Level 4 qualified, Chartered preferred. Proven experience in delivering regulated financial advice, ideally holding CAS/SPS. Confident in managing HNW clients and navigating intricate casework. Passionate, proactive, and self-motivated. What’s on Offer: Highly attractive bonus structure. 30 days annual leave bank holidays Flexible, hybrid working arrangements. Private medical insurance Enhanced family insurance The successful candidate will need to live local to Wales. If this opportunity aligns with your aspirations, or if you know someone who could be a perfect fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com.

Location: Wales,, GB

Posted Date: 9/7/2025