Senior Financial Advisor

Jo (Mrs H) at Avocet Commercial Careers is delighted to present this outstanding opportunity for a Financial Advisor to join a highly respected financial planning firm in Cardiff. This is a senior-level position offering significant earning potential and the flexibility of hybrid working arrangements, perfect for an experienced advisor ready to take their career to the next level. About the Client Our client is a market-leading financial planning practice with an outstanding reputation for delivering sophisticated, compliant financial advice across Wales and the South West. Known for their client-centric approach and commitment to excellence, they have built a thriving business based on long-term relationships and exceptional service delivery. The firm provides comprehensive support infrastructure, including dedicated paraplanning teams and administrative support, enabling Senior Financial Advisors to focus on what they do best delivering outstanding advice and building meaningful client relationships. About the Role This is an outstanding opportunity for a seasoned Financial Advisor to step into a senior role managing a focused portfolio of approximately 100 high-value clients across Cardiff and the M4 Corridor. You''ll enjoy the flexibility of hybrid working while taking responsibility for driving both client satisfaction and business growth within your territory. Senior Financial Advisor Responsibilities Manage and develop relationships with a portfolio of approximatel
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