We’re recruiting on behalf of a highly respected, award-winning regional accountancy and financial planning organisation looking to appoint a Chartered Financial Planner to join their growing team.
Based out of their Exeter office with travel across the region, you’ll have full autonomy to manage your diary while delivering first-class financial planning to a loyal, high-quality client base.
The Opportunity
- Service a client portfolio of circa £30M AUM across HNW and UHNW clients
- Deliver an exceptional client experience while also having the opportunity to take on additional leads and grow your own client bank
- Join a well-established, professional team with a strong reputation and a friendly, collaborative culture
- Full back office administrative paraplanning and compliance support
Key Responsibilities
- Provide bespoke financial planning advice to new and existing clients
- Build strong relationships with clients and introducers, supporting new business development where appropriate
- Prepare and present comprehensive financial plans in clear, practical language
- Ensure ongoing compliance with FCA regulations and company procedures
- Stay up to date with legislative changes, products, and best practice
About You
- Chartered Financial Planner status or working towards
- Minimum 4 years experience within a similar position
- Proven track record of delivering outstanding client service and managing HNW/UHNW clients
- Commercially minded with excellent relationship-building skills
- Comfortable working autonomously with the drive to grow your client base
Salary & Benefits
- £70,000 - £110,000 basic salary (DOE & qualifications)
- Bonus scheme, professional development support and opportunities to progress
- Excellent additional company benefits
This is a fantastic opportunity for a talented Financial Planner seeking both security in a high-quality client bank and the freedom to develop new business.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
