At a Glance
- Tasks: Advise clients on investments, pensions, and mortgages while building strong relationships.
- Company: Join a respected financial advice firm with a collaborative culture in Exeter.
- Benefits: £50,000 salary plus 25% of new client fees, hybrid working, and career progression.
- Other info: Dynamic team with a clear pathway for growth and influence.
- Why this job: Seize the chance to become a future business owner in a thriving environment.
- Qualifications: At least 1 year of holistic advice experience and strong relationship-building skills.
The predicted salary is between 42750 - 52250 £ per year.
Location: Exeter (within a 10-15 mile radius)
Salary: £50,000 basic salary plus 25% of new client fees generated
Working Pattern: Hybrid, with up to one day per week home working
A Rare Opportunity for an Ambitious Financial Adviser
Quilter is working with a well-established and highly respected advice firm in Exeter to recruit an ambitious Financial Adviser who is aspiring to take the next significant step in their career. This opportunity offers far more than a traditional adviser role. The successful candidate will join a growing and successful business with a clear pathway towards future ownership, making it ideally suited to an individual with the ambition and commercial mindset to lead and ultimately acquire an established financial planning practice within the next five years.
About the Firm
Our client has been providing trusted financial advice for over 15 years and has built an excellent reputation across Exeter and the surrounding area. Their services include:
- Pension advice
- Investment planning
- Mortgage advice
- Protection planning
- Later life lending
The firm currently consists of three advisers and two administrative support staff, all working collaboratively from a central Exeter office. Their success has been built on strong client relationships, exceptional service standards, and a commitment to delivering positive client outcomes.
The Opportunity
The successful candidate will advise clients across:
- Investments
- Pensions
- Mortgages
- Protection products
Alongside managing and developing client relationships, you will actively contribute to the continued growth of the business through networking, referrals, and self-generated opportunities. This role offers significant scope for progression and influence within the business, with a genuine succession planning opportunity for the right individual.
The Ideal Candidate
We are keen to speak with individuals who:
- Have excellent interpersonal and relationship-building skills
- Deliver consistently high levels of client service
- Are self-motivated, proactive, and commercially aware
- Have a genuine ambition to become a business owner in the future
- Enjoy working within a small, collaborative team environment
- Can generate new business opportunities through referrals, networking, and professional connections
- Take pride in delivering quality work and following robust processes and procedures
- Have a strong work ethic and a positive, enthusiastic approach
Experience
Holistic advice experience essential - at least 1 year. An existing client following or network of professional introducers would be beneficial, although not essential.
What's on Offer?
- £50,000 basic salary
- Additional remuneration equal to 25% of new client fees generated
- Hybrid working arrangements
- Established brand and client base
- Supportive and experienced team environment
- A clearly defined succession and future ownership opportunity
Interested? This is an exceptional opportunity for an ambitious adviser who is looking to combine personal success with a long-term stake in a thriving advice business.
Financial Advisor in Devon employer: Quilter Financial Planning
Quilter offers an exceptional working environment for Financial Advisers in Exeter, combining a competitive salary with a generous commission structure and hybrid working options. The firm prides itself on its collaborative culture, providing ample opportunities for professional growth and a clear pathway to business ownership, making it an ideal choice for ambitious individuals looking to make a meaningful impact in their careers.
Contact Details:
Quilter Financial Planning Recruitment Team
