We are currently working with a highly reputable, national wealth management firm who are looking to appoint an experienced Financial Planner to join their growing team in Exeter.
This is an excellent opportunity for a technically strong and client-focused adviser looking to take the next step in their career within a well-established and supportive environment.
Importantly, there is no requirement to bring an existing client bank, making this an ideal move for planners who want to focus on delivering high-quality advice while building relationships organically.
The Role
This is a hands-on Financial Planning position where you will deliver holistic advice to a broad client base, working collaboratively with both internal stakeholders and external introducers.
Key responsibilities include:
- Providing expert financial planning and wealth management advice to private clients
- Building and developing a client bank through referrals, professional introducers (e.g. solicitors, accountants), and internal relationships
- Working closely with Investment Managers to deliver strong client outcomes
About You
- Level 6 qualified (CII or equivalent), ideally Chartered or working towards
- Minimum 5 years’ experience delivering holistic financial planning advice
- Strong technical knowledge across pensions, tax planning, IHT, trusts, and protection
- Proven ability to build and develop client relationships
- Confident communicator with a professional and consultative approach
- Experience supporting or mentoring others would be advantageous
What’s on Offer
- Basic salary up to £85,000
- Attractive bonus structure
- Comprehensive company benefits package
- Strong internal support, including paraplanning and administrative teams
- High-quality lead sources and introducer relationships
- A collaborative, professional, and client-focused culture
This is a fantastic opportunity to join a respected firm where you can focus on delivering quality advice, develop your client base and be part of a business that genuinely supports its advisers.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
