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Financial planning assistant - ifa firm with hnw

Exeter
Idex Consulting
Financial planning assistant
Posted: 20 May
Offer description

Senior Financial Planner – Up to £100,000 DOE – Exeter– Hybrid
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.

Hybrid/Flexi working
~ Discretionary bonus + strong commission structure
~25 days annual leave + bank holidays
~6% pension contribution
~ Wellbeing programme
~ Senior Financial Planner – Up to £100,000 DOE – Exeter– Hybrid

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