We currently require a Senior Financial Planner to join one of the most successful financial planning organisations in the UK. This business are truly HNW and represent the top end of Wealth Management. You will be working from their professional and vibrant offices which are based in Cardiff. You will be required to provide holistic financial planning advice to HNW clients. You will have 5+ years experience as a Financial Planner and should hold the Diploma in Financial Planning as a minimum. A fantastic opportunity to join a market leading business who are respected as one of the best in the market.
You will not need a transferable client bank however should you have clients to bring across this will be reflected in the overall package offered.