Financial Planner (HNW) – South Wales

We are working with a well-regarded financial planning firm in South Wales that is looking to appoint an experienced Financial Planner to service and grow a portfolio of high net worth clients.

This is an excellent opportunity for a qualified financial planner who is looking to join a supportive, client-focused environment with an established and loyal client base already in place.

The role:

• Providing holistic financial planning advice to a portfolio of high net worth private clients
• Managing and developing client relationships with a focus on exceptional service
• Identifying opportunities to grow the client portfolio through referrals and introductions
• Working collaboratively with paraplanners and support staff to deliver outstanding client outcomes
• Ensuring full compliance with FCA regulatory requirements including Consumer Duty

The ideal candidate:

• Qualified to Level 4 Diploma standard minimum — Chartered status desirable
• Demonstrable experience advising high net worth clients
• Strong relationship management and communication skills
• A client-following or the ability to develop a client bank would be advantageous
• Based in or able to commute to London

Package:

Competitive basic salary, attractive bonus structure, full benefits package. Specific details available on application