At a Glance
- Tasks: Deliver expert financial planning and wealth management advice to clients.
- Company: Reputable international financial services group with a strong UK presence.
- Benefits: Supportive environment, no need for existing clients, and career growth opportunities.
- Why this job: Join a growing team and focus on delivering high-quality advice without client acquisition pressure.
- Qualifications: Experience in financial planning and a client-centric approach.
The predicted salary is between 50000 - 70000 £ per year.
We are currently working with a highly regarded, international financial services group with a strong and growing presence in the UK wealth management market.
The firm manages substantial assets globally, with billions under management and has built an excellent reputation for providing high-quality, client-centric financial planning and investment advice.
In the UK, they continue to invest heavily in expanding their footprint, with a particular focus on strengthening their presence across the South West.
As part of this growth, they are now looking to appoint an experienced Financial Planner to join their developing team in Exeter.
This is an excellent opportunity for a technically strong and client-focused adviser looking to take the next step in their career within a well-established and supportive environment.
Importantly, there is no requirement to bring an existing client bank, making this an ideal move for planners who want to focus on delivering high-quality advice while building relationships organically.
The Role This is a hands-on Financial Planning position where you will deliver holistic advice to a broad client base, working collaboratively with both internal stakeholders and external introducers.
Key responsibilities include: Providing expert financial planning and wealth management advice to private clients Building and developing a client ban...
