An exciting opportunity has arisen for an experienced Independent Financial Adviser (IFA) to join a well-established and highly regarded financial planning team based in Cardiff. Provide high-quality, holistic financial planning advice to high-net-worth individuals Deliver personalised financial advice covering pensions, investments, tax, protection, and estate planning Develop new business opportunities through networking, referrals, and cross-department collaboration Ensure all advice and documentation complies with regulatory requirements Level 4 Diploma in Financial Planning (DipPFS or equivalent) Proven experience advising high-net-worth clients across a range of financial planning areas Strong technical knowledge and up-to-date regulatory understanding Additional qualifications such as Chartered Financial Planner or CFP are highly desirable Salary up to £55,000 (DOE) plus performance-based bonuses ~ 25+ days holiday plus bank holidays ~ Support with professional fees and exams ~ Employee wellbeing and assistance programmes ~ Discounts with local businesses and other employee perks
Contact Detail:
mbf Recruiting Team