Independent Financial Adviser - Exeter

Independent Financial Adviser – Exeter and surrounding area\\nEmployed | Home-Based\\nA leading UK wealth management firm is looking to appoint an experienced Independent Financial Adviser to support clients across Exeter, Barnstaple and the surrounding area. The firm offers a home-based contract along with strong central support and a client-first approach.\\nAdvisers are expected to attend in-person client meetings where appropriate.\\nKey Responsibilities\\n * \\n Deliver holistic, independent advice to a portfolio of clients in the area\\n * \\n Conduct in-depth financial reviews and create tailored planning strategies.\\n * \\n Maintain and grow a loyal client base through referrals and business development.\\n * \\n Keep clients and introducers informed of regulatory or product changes.\\n * \\n Use digital tools to engage clients effectively and provide ongoing service.\\nWhat’s on Offer\\n * \\n Salary range £50k – £70k depending on experience + bonus and benefits\\n * \\n Full admin, paraplanning, and compliance support.\\n * \\n In-house platform and client journey systems.\\n * \\n Strong brand reputation and marketing support.\\n * \\n Opportunities for continued development and growth.\\nRequirements\\n * \\n Level 4 Diploma in Regulated Financial Planning (or equivalent).\\n * \\n Valid CF30 status.\\n * \\n Proven track record in financial advice and business development.\\n * \\n Excellent communication and relationship management skills