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Cardiff, South Glamorgan
Financial planner
Independent Financial Adviser - Cardiff - Professional Services Practice - Salary to £90k

Independent Financial Adviser - Cardiff - Professional Services Practice - Salary to £90k

MI Search Ltd

Posted 23 days ago, valid for a month

Cardiff, South Glamorgan CF14 2PN, Wales

Full Time

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Sonic Summary

This national professional services practice is seeking an Independent Financial Advisor (IFA) to work in Cardiff and the surrounding area.
The role involves collaborating with in-house professional introducers to develop the financial planning practice.
The position offers a full IFA proposition, access to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, and comprehensive paraplanning and administrative support.
Candidates must have experience as a Financial Planner, with a proven track record of building and managing a client portfolio, particularly with HNW and UHNW clients.
The basic salary for this position is up to £90,000, along with excellent bonus potential and benefits.

This national professional services practice is currently seeking an IFA to work out of their offices in the Cardiff and surrounding area.

In this role you will be responsible for working with in house professional introducers and building and growing the financial planning practice across this area.

You will have a full IFA proposition, access to HNW and UHNW clients, typically SME business owners and full paraplanning and administrational support.

You must be an experienced Financial Planner with a track record of building and growing a portfolio of clients and experience dealing with HNW and UHNW clients.

Basic salary to £90k, excellent bonus potential and benefits.

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