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Senior Financial Planner - Exeter
I’m currently partnering with a leading independent financial advisory firm seeking an experienced Senior Financial Planner to join their Exeter office.
This firm offers a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.
Renowned for its reputation, the firm specialises in high-net-worth clients, emphasizing long-term relationship building. Joining this market-leading IFA presents exceptional earning potential and an opportunity to work with a highly respected team. They are looking for a driven professional with a proven track record in managing HNW clients and handling complex financial cases.
Requirements:
1. Chartered or nearing completion of Chartered qualification.
2. Experience providing regulated advice, ideally with CAS / SPS.
3. Strong client service skills.
4. Passionate, proactive, self-motivated.
What’s on Offer:
* Hybrid/Flexi working arrangements.
* Discretionary bonus + strong commission structure.
* 25 days annual leave + bank holidays.
* Death in service cover of 4x gross salary.
* Study support towards Chartered qualification.
If this opportunity aligns with your aspirations—or if you know someone who could be a good fit—please reach out in confidence to [emailprotected].
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