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