mbf
Financial Planner
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We are delighted to be working with one of the UK’s most respected and prestigious wealth management organisations, who are seeking an experienced Financial Planner to join their successful team in Exeter.
This is a fantastic opportunity to join a highly regarded firm with an outstanding reputation for providing exceptional financial planning and investment solutions to a predominantly high-net-worth client base. The business is recognised as one of the leading names within the UK wealth management sector and is renowned for its professionalism, expertise and long-standing client relationships.
The successful candidate will join an established and supportive team, providing high-quality, holistic financial advice to clients while benefiting from the strength, reputation and resources of a market-leading organisation.
The Opportunity
As a Financial Adviser, you will be responsible for managing and developing client relationships, providing comprehensive financial planning advice and delivering an exceptional level of service to high-net-worth individuals.
You will work closely with internal teams and have access to a strong pipeline of opportunities through established relationships with private bankers, commercial bankers and other professional networks. This provides the opportunity to focus on delivering outstanding advice while benefiting from high-quality, trusted introductions and referrals.
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The role will involve:
- Building and maintaining strong relationships with high-net-worth clients
- Providing holistic financial planning advice across investments, pensions, retirement planning, protection and wealth management
- Taking ownership of an existing client portfolio while developing new client relationships
- Working closely with private and commercial banking teams to service quality referrals and opportunities
- Networking and building long-term professional relationships
- Delivering a first-class client experience aligned with the firm’s reputation and values
About You
We are looking for an experienced Financial Adviser who is passionate about delivering exceptional client outcomes and building long-term relationships.
You will:
- Have proven experience as a Financial Adviser within a wealth management or private client environment
- Hold Chartered Financial Planner status or be close to achieving this qualification
- Have experience advising high-net-worth clients with complex financial planning needs
- Be commercially minded with strong relationship-building and networking skills
- Demonstrate a commitment to providing high-quality, holistic financial advice
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What’s on Offer
- Basic salary up to £90,000 (depending on experience)
- Attractive bonus structure
- Excellent company benefits package
- Opportunity to join one of the UK’s leading and most respected wealth management organisations
- Access to a strong network of professional introducers and high-quality client opportunities
- Genuine long-term career development within a prestigious financial services business
This represents a rare opportunity for an ambitious Financial Adviser to join an exceptional organisation with an unrivalled reputation, where you can build a successful long-term career while working with a high-quality client base and outstanding support network.
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