Independent Financial Planner – Up to £100,000 DOE – Somerset or Exeter – Hybrid
I’m thrilled to be partnering with a leading independent financial advisory firm seeking an experienced Financial Planner based in Exeter or Somerset.
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 outstanding reputation and premium service, the firm specializes in high-net-worth (HNW) clients, focusing on building long-term relationships. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success.
Joining this market-leading IFA provides exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.
Requirements:
* Experience of giving regulated advice and ideally CAS / SPS
* Strong client service skills
* Passionate, proactive, and self-motivated
What’s on Offer:
* Flexible, hybrid working arrangements
* Up to 30 days annual leave + office closes over Christmas
* Birthdays off
* 6% employer pension contribution
* Discount scheme
If this opportunity aligns with your aspirations—or if you know someone who could be a good fit—please contact Samantha Durbridge at Samantha.durbridge@idexconsulting.com.
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