Job description
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:
1. Chartered
2. Experience of giving regulated advice and ideally CAS/SPS
3. Be able to demonstrate strong client service skills
4. Need to be passionate, proactive and be able to self-motivate
What's on offer:
5. Attractive commission structure
6. Opportunities for professional development and career growth
7. Flexible and hybrid office working available
8. 25 days annual leave plus bank holidays
9. Death in service 3 x annual salary
10. Access to rewards and health scheme
11. 24-hour external employee assistance programme helpline
12. Flexible benefits including buy and sell holiday, cycle to work, payroll charity giving and private medical insurance
13. Pension matched up to 6% after 4 years' service
14. 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