Job description
Are you an experienced Financial Adviser ready to take the next step in your career? A highly respected UK-wide wealth management and professional services firm, is seeking a driven and client-focused Financial Adviser to join their growing Exeter team.
This firm is built on trust, collaboration, and expert advice. With a people-first culture, they've become a go-to name in the industry- offering the perfect platform for ambitious planners who want to grow, lead, and make real impact.
What you'll be doing:
1. Leading from the front-building new client relationships through proactive business development
2. Partnering with Investment Managers to deliver a seamless client experience
3. Playing a key role in commercial strategy and business growth
4. Delivering high-quality, holistic financial advice to HNW clients
5. Supporting and mentoring within the wider team
What we're looking for:
6. Proven success in fee-based financial planning
7. Strong business development track record
8. Level 4 qualified (Level 6 preferred)
9. Clear communicator with first-class relationship management skills
10. Experience with vulnerable, matrimonial or PI clients? That's a bonus!
What's on offer:
11. Competitive salary + bonus
12. Hybrid/Flexi working
13. Funded qualifications
14. Generous holiday package
15. A real opportunity to step into a leadership role and shape the future of financial planning in the region
If you're ready to make your mark with a forward-thinking firm where people and advice come first,