This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South Wales

Role and Responsibilities

• Provide regulated financial advice across investments, pensions, protection, and tax planning.
• Conduct thorough reviews of clients financial circumstances, needs, and objectives.
• Research and recommend suitable products and solutions, from the centralised investment proposition.
• Prepare and present clear, personalised financial plans and suitability reports.
• Contribute to business growth by identifying new opportunities, developing existing client relationships, and supporting marketing initiatives.

This is an employed role with an established client blank and Paraplanning and admin support provided.

The Individual

The successful candidate will be a Diploma q...