I'm thrilled to be partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner based in Exeter or Somerset.
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 outstanding reputation and premium service, the firm specialises in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success.
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:
* Minimum Diploma-qualified / Chartered desired
* Experience of giving regulated advice and ideally CAS / SPS
* Be able to demonstrate strong client service skills
* Need to be passionate, proactive, and be able to self-motivate
What's on Offer:
* Attractive commission structure
* Flexible, hybrid working arrangements
* Up to 30 days annual leave + office closes over Christmas
* Birthdays off
* 6% employer pension contribution
* DIS (4x salary)
* Discounts scheme
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
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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