You will give holistic, independent financial advice to private clients across Exeter and the wider Devon area. You will manage and grow a portfolio of client relationships, carry out fact finds and regular reviews, and recommend suitable solutions across pensions, investments, retirement planning and protection. You will be supported by experienced paraplanning and administration teams, so you can focus on advice and client service.
Key Details
- Location: Exeter, Devon
- Permanent, full time
- Salary: £50,000 to £75,000 depending on experience
- Qualifications: Level 4 Diploma (DipPFS or equivalent) required; Chartered Financial Planner status desirable
- Scope: Independent, whole of market advice to private clients across Exeter and the South West
Salary and Package
The basic salary range is £50,000 to £75,000 depending on experience. Benefits and further package details are available on request and will be discussed in confidence.
What We Are Looking For
- Experience as an Independent Financial Adviser or Financial Planner
- Level 4 Diploma (DipPFS or equivalent); working towards or holding Chartered status is an advantage
- A strong grasp of pensions, investments and retirement planning
- A client-first approach and the ability to build lasting relationships
- A clean regulatory record
- Good organisation and a commitment to high-quality, compliant advice
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