Quilter Financial Planning
Financial Advisor
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Location: Exeter (within a 10-15 mile radius) Salary: £50,000 basic salary plus 25% of new client fees generated Working Pattern: Hybrid, with up to one day per week home working
A Rare Opportunity for an Ambitious Financial Adviser
Quilter is working with a well-established and highly respected advice firm in Exeter to recruit an ambitious Financial Adviser who is aspiring to take the next significant step in their career.
This opportunity offers far more than a traditional adviser role. The successful candidate will join a growing and successful business with a clear pathway towards future ownership, making it ideally suited to an individual with the ambition and commercial mindset to lead and ultimately acquire an established financial planning practice within the next five years.
About the Firm
Our client has been providing trusted financial advice for over 15 years and has built an excellent reputation across Exeter and the surrounding area. Their services include:
- Pension advice
- Investment planning
- Mortgage advice
- Protection planning
- Later life lending
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The firm currently consists of three advisers and two administrative support staff, all working collaboratively from a central Exeter office. Their success has been built on strong client relationships, exceptional service standards, and a commitment to delivering positive client outcomes.
The Opportunity
The successful candidate will advise clients across:
- Investments
- Pensions
- Mortgages
- Protection products
Alongside managing and developing client relationships, you will actively contribute to the continued growth of the business through networking, referrals, and self-generated opportunities. This role offers significant scope for progression and influence within the business, with a genuine succession planning opportunity for the right individual.
The Ideal Candidate
We are keen to speak with individuals who:
- Have excellent interpersonal and relationship-building skills
- Deliver consistently high levels of client service
- Are self-motivated, proactive, and commercially aware
- Have a genuine ambition to become a business owner in the future
- Enjoy working within a small, collaborative team environment
- Can generate new business opportunities through referrals, networking, and professional connections
- Take pride in delivering quality work and following robust processes and procedures
- Have a strong work ethic and a positive, enthusiastic approach
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Experience
- Holistic advice experience essential - at least 1 year.
- An existing client following or network of professional introducers would be beneficial, although not essential.
What's on Offer?
- £50,000 basic salary
- Additional remuneration equal to 25% of new client fees generated
- Hybrid working arrangements
- Established brand and client base
- Supportive and experienced team environment
- A clearly defined succession and future ownership opportunity
Interested?
This is an exceptional opportunity for an ambitious adviser who is looking to combine personal success with a long-term stake in a thriving advice business.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location