My client is currently looking for an experienced Financial Planner to join their firm in Cardiff.

On a daily basis, you will build and develop trusted relationships both internally and externally with current and potential clients, providing personal and bespoke financial planning and wealth management advice. You will be passionate about the service you provide, demonstrating personal care and attention to deliver solutions and support the investment management team with their growth strategy.
You will be inheriting a very healthy book of clients, mainly consisting of HNW and UHNW clients.

This firm expect the highest standards of service and professionalism. In return, they offer a very competitive salary with benefits and a generous bonus scheme based upon individual and team performance.

They are committed to personal and career development and have a clear progression framework to support your individual career path and ambitions. They also provide personal and financial support with your professional study and qualifications.

Essential Skills, Experience and Qualifications

• Diploma (Dip PFS) or equivalent, preferably Chartered status
• Demonstrated ability to build and maintain internal relationships as well as exceeding client expectations and service
• Ability to understand and communicate advice practices and processes clearly and effectively
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions

Please get in contact with Alex at alex.merrick@idexconsulting.com

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