Trainee Financial Planner jobs in Cardiff

Financial Planner – £80,000 + Bonus – Cardiff region I’m excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Cardiff office. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a...

Financial Planner – £80,000 + Bonus – Cardiff region I’m excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Cardiff office. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a...

Trainee Recruitment Consultant - Education Sector Cardiff £26,000 - £30,000 + uncapped commission Full training provided | Excellent earning potential Ready to kick-start your career in recruitment? Join one of the UK's top education recruitment consultancies and start your journey in one of the fastest-growing sectors in the industry. We're expanding our Cardiff office and looking for a...

Construction PlannerWillmott Dixon is looking to recruit a Planner to support our preconstruction team in Wales. Working on a hybrid basis in the Cardiff office and at home.Reporting to the Senior Planning Manager the main role of a Planner at Willmott Dixon is to deliver good quality programmes and associated work for tenders and projects during preconstruction. This role will support our...

You will manage client relationships with government departments, local authorities, project and property developers, infrastructure operators, and other organisations across the public and private sectors. Additionally, you will help develop the town planning business through pursuing strategic opportunities, winning new contracts, and managing senior relationships.

Job Title: Principal Town Planner Location: Cardiff (Hybrid Working) Salary: Starting at £45,000 (DOE) + Car Allowance + Bonus + Competitive Benefits Are you an experienced Senior Town Planner looking to step up to a Principal role, or are you already at this level and seeking a fresh challenge? A leading multi-disciplinary consultancy in Cardiff is looking for a talented and motivated Principal...

You should ideally have an RTPI Accredited undergraduate/postgraduate degree in town planning or a relevant discipline.

You will also ideally be able to demonstrate relevant work experience, including placements and internships. If you join us as a Graduate Town Planner, we will commit to closely supporting your career through our bespoke Graduate Programme.

You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork.

You will manage new business submissions, carry out fund switches, process claims, and liaise with platforms and providers to complete client applications and service requests promptly.

You will also provide general administrative support, assist with meeting preparation, and handle client inquiries to enhance team efficiency and service delivery.

You will be managing new business submissions, carrying out fund switches, processing claims, and liaising with platforms and providers to complete client applications and service requests promptly. The role involves inputting and maintaining client data, ensuring records are up to date, accurate, and reflective of ongoing work.

My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role - Technical support to advisers following client meetings - Investment portfolio reviews and research - Preparation of suitability reports and client documentation - Ensuring...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. As a...

Financial Planner – £80,000 + Bonus – Cardiff regionI’m excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Cardiff office.This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong...

A leading recruitment agency in Cardiff is seeking a Client Administrator to enhance the efficiency of their Financial Planners and support staff. In this role, you will manage the new business application process while ensuring all documentation is accurate and processes are seamless. Ideal candidates will possess experience in financial services, be detail-oriented and professional in...

Financial Planner – £80,000 + Bonus – Cardiff regionI’m excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Cardiff office.This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.As a...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.As a...

Job description We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates should be within a commutable distance of Cardiff. With a well-established presence...

Financial Planner – £80,000 + Bonus – Cardiff regionI’m excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Cardiff office.This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong...