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A leading financial planning firm is seeking an experienced Independent Financial Adviser to join their team in Cardiff. The successful candidate will inherit a client book and provide high-quality financial advice to high-net-worth individuals, while benefiting from a supportive environment geared toward client outcomes and ongoing personal development.
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07.06.2025
22.07.2025
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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. This is an integral appointment for a successful firm offering the chance to take over an existing client book and continue to grow through warm internal referrals and your own business development.
The Opportunity:
Key Responsibilities:
What You’ll Need:
Benefits Include:
This is a unique opportunity to step into a fully supported role with an active client base and ongoing development potential.