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Chartered financial planner

Exeter
Hawk 3 Talent Solutions
Chartered financial planner
£65,000 - £100,000 a year
Posted: 21 September
Offer description

Chartered Financial Planner

Location
: Exeter / Mid Devon

Hours:
Monday to Friday 36.25 hours per week / flexible and hybrid working options available

Salary:
£65,000 - £100,000 per annum, DOE

Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further.

What's in it for you?

* A portfolio of high-quality clients ready to engage with you
* Strong referral streams from our internal network of professionals
* Ongoing development and support to help you specialise further
* A collaborative, people-first culture
* Flexible and hybrid working options

The role:

* Delivering practical, client-focused financial advice
* Building lasting relationships and developing business via introducers
* Presenting and networking with professionals
* Reviewing existing arrangements and finding the best solutions for client goals
* Preparing clear, plain-language recommendations
* Staying at the forefront of technical and regulatory changes

What we're looking for:

* Chartered Financial Planner status
* A genuine passion for understanding client goals and delivering clear, effective solutions
* Strong relationship-building skills and commercial awareness

The benefits package includes:

* 25 days holiday + bank holidays
* Hybrid/flexible working
* Bonus and commission schemes
* Pension contributions up to 6% (matched)
* Private medical insurance options
* Enhanced family leave policies
* Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more)

To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on

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