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
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