Employed Financial Adviser - Devon
Established Client Bank | Competitive Salary + Bonus | Full Support Provided
The Role:
Are you a qualified Financial Adviser looking for stability, quality clients, and a supportive working environment? This is a rare opportunity to join a well-established, independent financial planning firm in Devon in an employed role, where you’ll inherit a loyal portfolio of clients from day one.
This is about more than just taking over a client bank—it’s about joining a business that values long-term relationships, ethical advice, and giving advisers the tools to thrive.
What You Can Expect:
-
Step into an existing book of clients tailored to your experience
-
Deliver face-to-face financial planning covering pensions, investments, protection, and estate planning
-
Build ongoing relationships through regular client reviews and needs-based advice
-
Collaborate with in-house paraplanners and administrators for full back-office support
-
Meet clients both in the office and across the Devon region
What You’ll Need:
-
Diploma in Financial Planning (Level 4 or equivalent)
-
Experience in a regulated financial advice role
-
Strong interpersonal and communication skills
-
A client-first, relationship-led approach with a focus on quality outcomes
-
Ability to manage and grow a portfolio through trusted advice and service
What’s on Offer:
-
Employed role with a competitive salary and bonus scheme
-
Warm, existing client portfolio scaled to your level of seniority
-
Dedicated paraplanning and admin support
-
Office-based with regular regional client travel
-
Ongoing development opportunities in a forward-thinking, values-driven firm
Ready to Take the Next Step?
If you’re looking for a long-term home where you can focus on quality advice, not chasing leads, we’d love to speak with you. Apply now for a confidential discussion.
