Location
Honiton
Salary Competitive TypePermanent WorkplaceOn-Site Ref88306
Financial Advisor Employed Role | Devon-Based | Existing Client Bank Provided
Are you a qualified Financial Advisor looking for a stable, professional environment with the rare opportunity to take over an existing client bank? We are offering an employed role within a well-established independent financial planning firm, serving clients across Devon.
This role offers a warm portfolio of clients from day one, allowing you to focus on what matters most: delivering high-quality financial advice and building trusted relationships.
The Opportunity:
Youll step into a developed client bank, with the scale and support tailored to your experience and capability. Whether youre an experienced adviser or still developing your advisory career, well match you with a portfolio and compensation structure that sets you up for long-term success.
Key Responsibilities:
1. Provide holistic face-to-face financial advice across investments, pensions, protection, and estate planning
2. Take ownership of an existing book of clients, delivering ongoing reviews and advice
3. Maintain the highest standards of compliance and client care
4. Meet clients in-office and at locations across Devon as needed
5. Collaborate closely with internal paraplanning and admin teams to ensure a seamless client experience
What Were Looking For:
6. Level 4 Diploma in Financial Planning (or equivalent)
7. Proven experience in a client-facing financial advice role
8. Excellent communication skills and a genuine passion for helping clients achieve their goals
9. Professionalism, integrity, and a relationship-led approach to advice
Whats on Offer:
10. Employed position with competitive salary and bonus, tailored to your experience
11. Established client bank, scaled based on your level of seniority
12. Full admin and paraplanning support to let you focus on client service
13. Office-based role with regular client meetings throughout Devon
14. Supportive, forward-thinking team with opportunities for ongoing development
If youre ready to take on a high-quality client bank and grow your career within a respected and client-focused firm, wed love to hear from you.