Financial Advisor (Somerset)

Independent Financial Planner – Up to £90,000 DOE – Somerset or Exeter– Hybrid

I’m thrilled to be partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner based in Exeter or Somerset.

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 outstanding reputation and premium service, the firm specializes in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success.

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:

• Minimum Diploma-qualified / Chartered desired.

• 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:

• Attractive commission structure.

• Flexible, hybrid working arrangements.

• Up to 30 days annual leave + office closes over Christmas

• Birthdays off

• 6% employer pension contribution

• DIS (4x salary)

• Discounts scheme

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

Independent Financial Planner – Up to £90,000 DOE – Somerset or Exeter– Hybrid