I'm currently representing a highly respected national wealth management and financial planning firm that is looking to appoint an experienced Financial Planner as part of continued expansion following a recent acquisition in South Wales.

This is an excellent opportunity to join a well-established business with a strong reputation, significant growth trajectory and a genuinely client-centric culture.
The firm advises thousands of clients nationally and manages multi-billion-pound assets, offering Advisers the backing, infrastructure and stability of a larger organisation while maintaining a collaborative and personable environment.
What makes this opportunity particularly attractive:

• Established client bank provided
• Approx. £50m AUM
• £345k recurring income
• Strong internal support structure
• In-house investment capability and modern technology offering
• Growth-focused business with continued investment in Advisers

The ideal candidate will:

• Hold a minimum level 4 diploma qualification
• Have proven experience delivering regulated financial advice
• Be technically strong with excellent relationship-building skills
• Be comfortable meeting clients face-to-face across South Wales

This role would suit an Adviser looking to inherit a quality client bank within a progressive and supportive environment, with genuine long-term potential.
If you'd be interested in a confidential discussion, please get in touch directly via

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