Chartered Financial Planner – £100,000 DOE – Exeter– Hybrid
I’m thrilled to be partnering with a leading chartered accountants and business advisory firm that is seeking an experienced Financial Planner based local to Exeter.
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. Renowned for its outstanding reputation and premium service, the firm specialises in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships.
Joining this market-leading firm offers 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:
* Chartered
* Experience of giving regulated advice and ideally CAS / SPS
* Be able to demonstrate strong client service skills
* Need to be passionate, proactive, and be able to self-motivate.
What’s on Offer:
* Attractive commission structure.
* Opportunities for professional development and career growth.
* Flexible and hybrid office working available.
* 25 days annual leave plus bank holidays.
* Death in service 3 x annual salary.
* Access to Rewards and Health scheme.
* 24-hour external Employee Assistance Programme helpline.
* Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
* Pension matched up to 6% after 4 years’ service.
* Enhanced Maternity and Paternity pay
If this opportunity aligns with your aspirations, or if you know someone who could be a good fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com
Chartered Financial Planner – £100,000 DOE – Exeter– Hybrid