Financial Planner - Cardiff - £40k to £80k

£40,000 - £80,000 yearly
  • Recruit UK
  • Cardiff, UK
  • 03/12/2018
Full time Financial Adviser / IFA Financial Planner

Job Description

Our client is a national Chartered IFA company and has an exciting opportunity for an employed Financial Planner. They are a successful and innovative financial planning firm who offer bespoke whole of market financial and investment advice to private and corporate clients. The company are now consolidating and expanding their clientele and need to grow their Advisory team.  


In addition, they are one of the very few genuinely Independent and Chartered financial planning firms in the UK who have a growing presence within the financial planning field.


This is an exciting opportunity for an experienced Financial Planner to work with our client based in their Cardiff office. The ideal individual will be Level 4 Diploma qualified (working towards Chartered), have a proven track record providing high levels of service and advice, will be able to work compliantly and efficiently and maximise new business opportunities.


Additional Benefits:

  • Full paraplanning and administration support from a highly qualified team
  • Will be fully focused on meeting clients and providing an excellent service to clients
  • Available support to attain further exams
  • Excellent additional benefits
  • The company emphasises an excellent working culture and wellbeing


This is an excellent opportunity to join a growing, national and professional organisation with the opportunity to progress within the company. A very competitive salary of between £40,000 to £80,000  (dependent on experience and background) with bonus and benefits is on offer for the right person.


For more information on this role, please contact Ryan at