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Financial planner

Permanent
Financial planner
£50,000 - £80,000 a year
Posted: 5h ago
Offer description

A growing financial planning firm is keen to appoint an experienced Financial Adviser to take on a book of clients across Devon. The role is hybrid, with significant time out of the office, and is to work with an existing book of clients. Therefore, there is no need to transfer a client bank. Our client has an experienced management team, whom themselves have been client facing. It’s a great role with high levels of autonomy, with access to dedicated paraplanning and support teams. The role is employed, with a good basic salary and bonus scheme. The role involves proving advice to clients across all the key areas of financial planning. This will be done face-face and over video calls, and the appointee will be a great relationship builder who has experience of working with a diverse range of clients. We are keen to speak to qualified financial advisers, including those with level 4 qualifications. A willingness to work towards chartered status is a real bonus. This is an excellent opportunity.

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