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Holistic Wealth Planner & Client Advisor

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: Schroders Personal Wealth
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 40000 GBP Yearly GBP 40000.00 YEAR
Job Description & How to Apply Below
A financial services company seeks a Personal Wealth Adviser in Cardiff to deliver holistic financial advice and build lasting relationships with clients. You will create tailored financial plans and help clients navigate their financial futures. This role requires a Level 4 Diploma in Financial Planning and excellent communication skills. Enjoy competitive benefits including a pension contribution and health insurance, all within a flexible working environment.
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