Financial Advisor

This range is provided by IDEX Consulting Ltd yanında Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Direct message the job poster from IDEX Consulting Ltd

Financial Adviser | Cardiff / South Wales | c.£80,000 + Bonus

I’m currently representing a leading, progressive financial planning firm who are looking to appoint an experienced Financial Adviser toigheten established client succesvolle as part of a business acquisition in South Wales.

This is a rare opportunity to inherit a high-quality, recurring-income portfolio and step into a well-supported, growth-focused environment with genuine autonomy and flexibility.

The Client Bank

• £32.8m Assets Under Management
• Warm handover as part of an acquisition (not a cold book)

An ideal start date would be Feb/March, although the business is realistic and flexible around notice periods for the right individual.

You’ll be responsible for managing and developing the inherited client relationships, delivering holistic financial planning advice while maintaining excellent service standards. You’ll have the freedom to work flexibly, supported by a strong central team.

Candidates must be based locally to South Wales.

• Proven experience advising HNW or mass‑affluent clients
• Strong communicator with a client‑first, tech‑forward mindset
• Comfortable working in a hybrid model
• Experience or an existing network within the medical sector would be advantageous (but not essential)

• шоит Salary circa £80,000 plus a highly competitive bonus structure
• BUPA Healthshield plan
• 25 days holiday + bank holidays (increasing to 28 days after 5 years)
• Flexible hybrid working
• Supportive, forward-thinking leadership team
• Long‑term progression and growth opportunities

📩 For a confidential conversation, please contact Samantha Durbridge

• Mid‑Senior level

• Full‑time