At a Glance
- Tasks: Provide holistic financial planning advice and build long-term client relationships.
- Company: Established independent financial planning firm with a strong national presence.
- Benefits: Salary up to £75,000, excellent bonuses, and comprehensive health benefits.
- Other info: Supportive culture with training, autonomy, and opportunities for career growth.
- Why this job: Inherit a substantial client bank and enjoy genuine flexibility in your role.
- Qualifications: Level 4 Diploma qualified with 2+ years as a Financial Planner.
The predicted salary is between 60000 - 75000 £ per year.
An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning.
This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best — looking after clients and building relationships.
Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training Competence function to fully support you with ongoing development.
What's on Offer
- Salary to £75,000 depending on experience
- Excellent bonus structure
- Existing client bank of approximately £30m - £40m AUM inherited from a retiring adviser
- Full administrative and paraplanning support
- Full study support towards Chartered status, plus study days for each exam
- Flexible and hybrid working environment
- Genuine autonomy and adviser trust culture
- Excellent Training Competence support
- AI support in place to reduce administration and increase efficiency
Benefits
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Private GP service
- Health Cash Plan
- Income Protection
- Life Assurance (4x salary)
- Employee Assistance Programme
- Pension (6% employer / 3% employee contribution)
- Excellent company culture and regular social events
Who They're Looking For
- Level 4 Diploma qualified
- Ideally Chartered (or working towards Chartered)
- Competent Adviser Status (CAS) in current or previous role
- Around 2 years+ as a Financial Planner
- Individuals seeking a long-term opportunity within a supportive and growing independent firm
This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term. If you are a Financial Planner looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions.
Financial Planner – £40m Client Book Provided, to £75,000 + Bonus + Hybrid/Flexible Working, Exeter in Devon employer: Financial Divisions
Join a well-established and growing Independent Financial Planning firm in Exeter, where you will benefit from an excellent support infrastructure and a genuine commitment to adviser development. With a focus on work/life balance, flexible hybrid working arrangements, and a comprehensive benefits package, this company fosters a culture of autonomy and trust, allowing you to thrive as you manage your own client relationships and grow within a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner – £40m Client Book Provided, to £75,000 + Bonus + Hybrid/Flexible Working, Exeter in Devon
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners, attend industry events, and join relevant online forums. Building relationships can lead to referrals and insider info about job openings.
✨Tip Number 2
Show off your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only showcases your knowledge but also makes you more visible to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. Be ready to discuss how you’d manage the existing client bank and your approach to holistic financial advice.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge over others. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Financial Planner – £40m Client Book Provided, to £75,000 + Bonus + Hybrid/Flexible Working, Exeter in Devon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your qualifications, especially if you're Level 4 Diploma qualified or working towards Chartered status, as this is key for us.
Showcase Your Client Relationship Skills:Since building long-term client relationships is crucial, share examples of how you've successfully managed client portfolios in the past. We want to see your ability to deliver holistic financial planning advice.
Be Clear About Your Ambitions:Let us know about your career goals and how you see yourself growing within our supportive environment. We value ambition and want to understand how you plan to develop your skills and take advantage of our training support.
Apply Through Our Website:For the best chance of success, make sure to apply through our website. This helps us keep track of your application and ensures it gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and concepts. Brush up on your knowledge of pensions, investments, and estate planning. Be prepared to discuss how you would manage the existing client bank and demonstrate your understanding of intergenerational wealth planning.
✨Showcase Your Relationship-Building Skills
This role is all about building long-term client relationships. Think of examples from your past experiences where you've successfully nurtured client relationships. Be ready to share how you approach client interactions and what strategies you use to maintain those connections.
✨Emphasise Your Autonomy and Flexibility
The company values autonomy and a flexible working environment. Highlight your ability to manage your own diary and work patterns effectively. Share instances where you've thrived in a self-directed role and how you balance work and life commitments.
✨Prepare Questions About Support and Development
Since the firm offers extensive support and training, come prepared with questions that show your interest in ongoing development. Ask about the training competence function and how they support advisers in achieving Chartered status. This demonstrates your commitment to growth and aligns with their values.
