1 week ago Be among the first 25 applicants
This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from IDEX Consulting Ltd
I’m currently partnering with a leading independent financial advisory firm that is seeking an experienced Senior Financial Planner to join their office in Exeter.
This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.
Renowned for its reputation, the firm specialises in high-net-worth clients, with a strong emphasis on building long-term relationships. Joining this market-leading IFA 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 or nearing completion of.
* Experience of giving regulated advice and ideally CAS / SPS.
* Be able to demonstrate strong client service skills.
* Need to be passionate, proactive, and self-motivated.
What’s on Offer:
* Hybrid/Flexi working
* Discretionary bonus + strong commission structure
* 25 days annual leave + bank holidays
* Death in service 4x gross salary
* Study support to Chartered
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.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Business Development
Referrals increase your chances of interviewing at IDEX Consulting Ltd by 2x.
Get notified about new Financial Advisor jobs in Exeter, England, United Kingdom.
Tiverton, England, United Kingdom 3 hours ago
Newton Abbot, England, United Kingdom 4 days ago
Independent Financial Adviser - Clients Provided
Devon, England, United Kingdom 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr