Chartered Financial Planner - clients available
* Annual Salary: £65k - £100k plus bonus
* Location: Exeter/Mid Devon
* Job Type: Full-time
Join a leading firm known for its comprehensive and integrated financial planning services. We cater to a diverse range of business and private clients and are now seeking a Chartered Financial Planner to enhance our team. This role is pivotal in servicing our existing client base and expanding new business through our robust network of accountants and business advisers.
If you are driven by the desire to meet clients, understand their goals, and provide strategic, impactful advice, this position is ideal for you.
Why Join?
* Work with high-quality clients in a supportive and professional environment.
* Be part of a growing team with a strong regional presence.
* Leverage our well-established client base and strong internal referral network.
* Benefit from ongoing professional development and opportunities for further specialisation.
* Enjoy a friendly, collaborative, and flexible working culture with hybrid options.
Main Duties
1. Deliver professional, client-focused financial planning advice to both new and existing clients.
2. Develop business through introducers and network effectively, presen...