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Financial Advisor – Clients provided
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Job Opportunity: Financial Planner
We are currently working with a highly regarded, international financial services group with a strong and growing presence in the UK wealth management market. The firm manages substantial assets globally, with billions under management and has built an excellent reputation for providing high-quality, client-centric financial planning and investment advice.
In the UK, they continue to invest heavily in expanding their footprint, with a particular focus on strengthening their presence across the South West. As part of this growth, they are now looking to appoint an experienced Financial Planner to join their developing team in Exeter.
This is an excellent opportunity for a technically strong and client-focused adviser looking to take the next step in their career within a well-established and supportive environment.
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Importantly, there is no requirement to bring an existing client bank, making this an ideal move for planners who want to focus on delivering high-quality advice while building relationships organically.
The Role
This is a hands-on Financial Planning position where you will deliver holistic advice to a broad client base, working collaboratively with both internal stakeholders and external introducers.
Key responsibilities include:
- Providing expert financial planning and wealth management advice to private clients
- Building and developing a client bank through referrals, professional introducers (e.g. solicitors, accountants), and internal relationships
- Working closely with Investment Managers to deliver strong client outcomes
About You
- Level 6 qualified (CII or equivalent), ideally Chartered or working towards
- Minimum 5 years’ experience delivering holistic financial planning advice
- Strong technical knowledge across pensions, tax planning, IHT, trusts, and protection
- Proven ability to build and develop client relationships
- Confident communicator with a professional and consultative approach
- Experience supporting or mentoring others would be advantageous
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What’s on Offer
- Basic salary up to £85,000
- Attractive bonus structure
- Comprehensive company benefits package
- Strong internal support, including paraplanning and administrative teams
- High-quality lead sources and introducer relationships
- A collaborative, professional, and client-focused culture
This is a fantastic opportunity to join a respected firm where you can focus on delivering quality advice, develop your client base and be part of a business that genuinely supports its advisers.
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