Location
Remote
Job Type
Full-time
Posted
June 12, 2026
Job Description
This Desk Based Financial Planner job offers an exciting opportunity to join a growing, planning led advisory firm with offices in Cardiff, supporting a large portfolio of clients through lifestyle planning and ongoing financial guidance. Ann excellent opportunity for a Financial Adviser early in their career with ambition and long term aspirations.
Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.
As a Desk Based Financial Planner, you will work with an established portfolio of up to 300 clients, typically with investable assets between £50,000 and £200,000. The focus of the role is lifestyle planning, financial coaching and ongoing client support, rather than complex case structuring or transactional advice.
You will deliver structured reviews, help clients understand their financial position, and guide them through planning decisions over time. Investment solutions are aligned to broader financial plans, supported...
Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.
As a Desk Based Financial Planner, you will work with an established portfolio of up to 300 clients, typically with investable assets between £50,000 and £200,000. The focus of the role is lifestyle planning, financial coaching and ongoing client support, rather than complex case structuring or transactional advice.
You will deliver structured reviews, help clients understand their financial position, and guide them through planning decisions over time. Investment solutions are aligned to broader financial plans, supported...