Financial Advisor – Employed Role | Devon-Based | Existing Client Bank Provided Are you a qualified Financial Advisor looking for a stable, professional environment with the rare opportunity to take over an existing client bank? We are offering an employed role within a well-established independent financial planning firm, serving clients across Devon. This role offers a warm portfolio of clients from day one, allowing you to focus on what matters most: delivering high-quality financial advice and building trusted relationships. The Opportunity You’ll step into a developed client bank, with the scale and support tailored to your experience and capability. Whether you’re an experienced adviser or still developing your advisory career, we’ll match you with a portfolio and compensation structure that sets you up for long-term success. Key Responsibilities Provide holistic face-to-face financial advice across investments, pensions, protection, and estate planning Take ownership of an existing book of clients, delivering ongoing reviews and advice Maintain the highest standards of compliance and client care Meet clients in-office and at locations across Devon as needed Collaborate closely with internal paraplanning and admin teams to ensure a seamless client experience What We’re Looking For Level 4 Diploma in Financial Planning (or equivalent) Proven experience in a client-facing financial advice role Excellent communication skills and a genuine passion for helping clients achieve their goals Professionalism, integrity, and a relationship-led approach to advice What’s On Offer Employed position with competitive salary and bonus, tailored to your experience Established client bank, scaled based on your level of seniority Full admin and paraplanning support to let you focus on client service Office-based role with regular client meetings throughout Devon Supportive, forward-thinking team with opportunities for ongoing development If you’re ready to take on a high-quality client bank and grow your career within a respected and client-focused firm, we’d love to hear from you.