All jobs near Wales in the Financial Services sector

• Cardiff
• Negotiable
• Posted about 17 hours ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Cardiff
• £35000 - £45000 per annum + Bonus
• Posted 26 days ago

I'm currently representing a reputable independent financial planning firm who are looking for an experienced Paraplanner to join their team in Cardiff! In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client experie...

• Wales
• £70000 - £80000 per annum
• Posted about 2 months ago

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 ult...

• Cardiff
• £45000 - £65000 per annum + Bonus
• Posted 3 months ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates ...

• Swansea
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 3 months ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Newport
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 3 months ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Cardiff
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 3 months ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Cardiff
• Negotiable
• Posted 3 months ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...