Financial Planner in Swansea

Job description

Recruit UK are working alongside a leading national wealth management firm, looking to bring on a Financial Planner in the South Wales region.

This organisation is committed to improving the way financial advice is offered, ensuring its more accessible, affordable and impactful on more people. You’ll play a vital role in guiding client to make informed financial decisions, combining your technical expertise, professional knowledge and ongoing support. Clients are provided for this role, meaning your time and energy will be put into servicing and supporting existing relationships.

Duties:

• Deliver holistic financial advice through face to face and virtual meetings
• Build and maintain long term relationships
• Use cashflow modelling and financial planning tools
• Proactively develop new business through business strong relationships with new clients
• Manage a designated portfolio of clients, identifying ongoing needs

Benefits:

• Competitive salary of £70-80,000
• 20% bonus, uncapped
• Fully remote working, with travel to client meetings across Swansea
• 15% pension contribution
• 30 days holiday +/- 5 days
• Private medical insurance, life insurance and medical screening
• Flexible cash allowance

Skills and experience required:

• Strong experience providing holistic financial advice (minimum of 5 years)
• Level 4 Diploma in Financial Planning minimum
• Skilled in conducting client meetings

Extra information

Status

Open

Education Level

Secondary School

Location

Swansea

Type of Contract

Part-time jobs

Published at

03-12-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English