Bridgend
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
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Chartered Financial Planner preferred
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Level 4 Diploma (minimum)
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Candidates working toward Chartered status welcomed
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Strong technical knowledge and compliance awareness
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Commercial mindset with the ability to generate business
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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.