FM JOBS LIMITED is seeking an experienced Financial Advisor to join a thriving wealth management firm in Devon. You will build long-term client relationships and guide clients toward financial independence through tailored planning across pensions, investments, savings, and protection.
The role offers full back-office support, company-generated leads, and a flexible hybrid working arrangement. You will meet clients face-to-face and virtually, conduct reviews, and leverage CRM tools to deliver
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Wealth Advisor - Hybrid, Full Support & Growth in Barnstaple employer: FM JOBS LIMITED
FM JOBS LIMITED is an exceptional employer that prioritises employee growth and development, offering a clear path to Chartered status for Paraplanners. With a supportive work culture that encourages collaboration across offices and the flexibility of hybrid working, employees can thrive in a dynamic environment while delivering high-quality financial planning services.
