Location
EXETER
Salary £65000 - £100000 TypePermanent WorkplaceOn-Site Ref88743
Financial Planner Chartered | South West (Exeter / Mid Devon / Somerset)
£65,000 £100,000 + Bonus + Benefits
Are you a Chartered Financial Planner looking to inherit a strong client bank and join a firm with real professional credibility?
Im partnered with a highly respected professional services organisation who are seeking an experienced adviser to take over an existing book of c.100 clients, worth around £30m AUM.
Why this role?
1. Warm client bank: Step into an established portfolio with scope for growth.
2. Professional network: Work closely with in-house accountants and leverage strong links with local firms.
3. Balance: Blend client servicing with business development no hard sales culture.
4. Reputation: Join a multi-office firm with deep roots across the South West.
What youll need:
5. Chartered Financial Planner status (Advanced Diploma as a minimum).
6. Track record managing complex client needs and building trusted relationships.
7. Strong interpersonal skills, with the credibility to work alongside accountants and professional partners.
8. Location within reach of Exeter / Mid Devon / Somerset (commuting across offices as required).
The package:
9. £65k£100k base salary, depending on experience.
10. Performance bonus tied to both commercial and professional metrics.
11. Supportive, professional environment with genuine long-term career prospects.
If youre ready for your next step in financial planning with a firm that values quality and professional standards, Id love to speak with you. Apply today or get in touch for a confidential chat.