Job Title:
Chartered Financial Planner
Industry:
Financial Services
Location:
Exeter
Salary:
£100,000+
Job Reference:
9867
An award-winning firm of Chartered Financial Planners is seeking an experienced
Chartered Financial Planner
to join its growing team. You'll play a key role in servicing an established portfolio of clients while also developing new opportunities through a strong internal network of accountants and business advisers.
If you're passionate about working closely with clients, understanding their long-term goals, and delivering practical, strategic advice that makes a genuine impact, not just ticking compliance boxes, then this is the role for you.
Why Join?
* Access to a high-quality, well-established client base
* Strong regional presence with a supportive internal referral network
* Flexible and hybrid working arrangements
* Dedicated administration and paraplanning support
Key Responsibilities
* Deliver comprehensive, client-focused financial planning advice
* Provide clear, practical recommendations and support with implementation
* Build and maintain strong client and introducer relationships
* Conduct regular client reviews and maintain accurate records
* Network and present to professional groups
* Keep up to date with products, legislation, and technical developments
* Ensure compliance with FCA regulations and internal procedures
* Contribute to team targets and overall business growth
About You
* Chartered Financial Planner status (CII) – essential
* Current Competent Adviser Status
* Minimum 5 years' relevant financial services experience
* Strong relationship-building, communication, and influencing skills
* Commercially minded and pragmatic in approach
* IT proficient (Microsoft Office; FE Analytics/Intelligent Office desirable)
* SOLLA Accreditation desirable
Benefits & Package
* Generous salary and bonus opportunity
* 25 days annual leave plus bank holidays
* Pension / Private medical and flexible benefits package
* Annual salary review
If you are an ambitious and client-focused Chartered Financial Planner seeking an opportunity to work alongside a strong client base within a large, established and focused business apply now.