Amber River Shipman Wealth
Financial Planner
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Exeter-Based Financial Planner | Join a Fantastic Collaborative Culture and Take on a Well-Established Client Base
Are you a Financial Planner looking to build a meaningful career, join a supportive and high-performing team, take on an established client base with room to grow, and do work that genuinely matters to clients? If so, this could be the perfect next step.
At Amber River Shipman Wealth, we’re looking for someone who is:
- Driven to deliver outstanding client outcomes
- Skilled at turning complex advice into simple, clear conversations
- Motivated to grow their client base while maintaining exceptional service
- Commutable to our Exeter office and ready to build strong relationships while taking on a well-established client base
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What you’ll be doing:
- Working closely with clients to understand their goals and deliver tailored financial planning advice
- Helping clients plan with confidence through every stage of life, using a thoughtful and highly personal approach to life landscaping
- Growing and retaining a loyal client base through trusted relationships
- Identifying new business opportunities while maintaining high professional and compliance standards
What we’re looking for:
- Level 4 Diploma qualified (or equivalent)
- Working towards Chartered status
- Strong communication, analytical and relationship-building skills
- A proactive, organised and collaborative approach
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In return, you’ll be joining a business with a fantastic, warm and collaborative culture, where people support one another, celebrate success together and genuinely care about delivering the best for clients and colleagues alike. It’s a place where your development, voice and success truly matter.
Please forward your CV to Kate Hosker, Head of HR on kate.hosker@amberriversw.com
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