This Desk Based Financial Planner job offers an exciting opportunity to join a growing, planning led advisory firm with offices in Cardiff, supporting a large portfolio of clients through lifestyle planning and ongoing financial guidance. Ann excellent opportunity for a Financial Adviser early in their career with ambition and long term aspirations. As a Desk Based Financial Planner, you will work with an established portfolio of up to 300 clients, typically with investable assets between 50,000 and 200,000. The focus of the role is lifestyle planning, financial coaching and ongoing client support, rather than complex case structuring or transactional advice. You will deliver structured reviews, help clients understand their financial position, and guide them through planning decisions over time. Investment solutions are aligned to broader financial plans, supported by robust processes, technology and specialist back office teams. This Desk Based Financial Planner job is designed as a career pathway role. For the right individual, there is clear progression into a higher earning, field based Financial Planner position over time, with increased client complexity and responsibility. The role can be carried out from their Cardiff office and from home, offering flexibility and a strong work life balance. This Desk Based Financial Planner job will suit someone with curiosity and ambition who wants to build strong planning foundations in a supportive environment. Desk Based ..... full job details .....