More jobs:
Holistic Wealth Advisor; Hybrid
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-01-30
Listing for:
Schroders Personal Wealth
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services company in Cardiff is looking for a Personal Wealth Adviser to provide financial advice to clients. This role involves creating tailored financial plans, maintaining long-term client relationships, and ensuring clients achieve their financial goals. Applicants should have a Level 4 Diploma in Financial Planning and experience in holistic financial advice. The company offers generous benefits including a strong pension plan and health insurance, as well as opportunities for bonus earnings based on performance.
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