At a Glance
- Tasks: Provide holistic financial planning advice and build long-term client relationships.
- Company: Established Chartered Independent Financial Planning firm with a strong national presence.
- Benefits: Salary up to £75,000, excellent bonuses, and comprehensive health benefits.
- Other info: Flexible hybrid working, full study support towards Chartered status, and a vibrant company culture.
- Why this job: Inherit a £40m client bank and enjoy genuine autonomy in a supportive environment.
- Qualifications: Level 4 Diploma qualified with experience as a Financial Planner/Adviser.
The predicted salary is between 75000 - 75000 £ per year.
An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Chartered 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 £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 £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
- 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)
- Full study support towards Chartered
- Excellent company culture and regular social events
- Level 4 Diploma qualified
- Experience as a Financial Planner/Adviser
- 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 Advisor in Exeter employer: Financial Divisions
Join a leading Chartered Independent Financial Planning firm in Devon, where you will inherit a substantial client bank and benefit from a robust support infrastructure designed to foster your growth as a Financial Planner. With a strong commitment to work/life balance, flexible hybrid working arrangements, and an attractive benefits package including private medical insurance and full study support towards Chartered status, this is an exceptional opportunity for ambitious professionals seeking meaningful and rewarding employment in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Exeter
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor in Exeter
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
