Financial Planning Firm in Cornwall & Devon is seeking an experienced Financial Planner for a remote-based role with occasional travel to the Truro hub. You will inherit a substantial client bank and have access to significant new business opportunities across Cornwall and Devon, with a base up to £76,000 plus bonus and benefits.
The role involves managing approx. 110 households with £45m AUM, delivering holistic planning across pensions, investments, retirement and protection, and building
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Remote Financial Planner - Established Cornwall & Devon Portfolio in Truro employer: Financial Planning Firm
Join a forward-thinking financial planning firm that prioritises your success and offers unparalleled flexibility with fully remote work options. Enjoy tax-free first-year earnings, robust internal support for client interactions, and a clear pathway for career advancement, all while working from anywhere in the world. With a strong emphasis on professional development and a collaborative culture, this is an exceptional opportunity for experienced financial advisers looking to thrive in a rewarding environment.
