Financial Advisor (Exeter)

Senior Financial Planner – Up to £90,000 DOE – Exeter– Hybrid

I’m currently partnering with a leading independent financial advisory firm that is seeking an experienced Senior Financial Planner to join their office in Exeter.

This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.

Renowned for its reputation, the firm specialises in high-net-worth clients, with a strong emphasis on building long-term relationships. Joining this market-leading IFA offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.

Requirements:

• Chartered or nearing completion of.

• Experience of giving regulated advice and ideally CAS / SPS

• Be able to demonstrate strong client service skills

• Need to be passionate, proactive, and be able to self-motivate.

What’s on Offer:

• Hybrid/Flexi working
• Discretionary bonus + strong commission structure
• 25 days annual leave + bank holidays
• 6% pension contribution
• Wellbeing programme
• Death in service 4x gross salary
• Study support to Chartered

If this opportunity aligns with your aspirations—or if you know someone who could be a good fit—please reach out in confidence to Samantha.durbridge@idexconsulting.com

Senior Financial Planner – Up to £90,000 DOE – Exeter– Hybrid