At a Glance
- Tasks: Deliver holistic financial planning advice to high-net-worth clients and manage long-term relationships.
- Company: Join a respected independent financial planning firm with a strong reputation.
- Benefits: £80,000 salary, bonus, flexible working, health cash plan, and generous holiday entitlement.
- Other info: Long-term career growth in a supportive environment with excellent infrastructure.
- Why this job: Work with affluent clients and enjoy a strong pipeline of quality leads.
- Qualifications: Chartered Financial Planner status preferred; experience with HNW clients essential.
The predicted salary is between 80000 - 80000 £ per year.
Recruit UK is working with a highly regarded independent financial planning firm seeking an experienced Financial Planner to join their growing team. This is an excellent opportunity for a Chartered Financial Planner (or someone close to Chartered status) who enjoys working with affluent and high-net-worth clients and wants access to a strong, consistent flow of quality leads rather than a heavy new business expectation. The firm has developed strong affiliations, providing access to high-earning professionals. Clients are sophisticated, financially established, and value high-quality long-term advice. This is a genuinely independent advice business with a strong reputation for client outcomes, technical planning, and relationship-led advice.
The Role
- Deliver holistic financial planning advice to HNW and affluent private clients
- Manage and develop long-term client relationships
- Work closely with paraplanning and administrative support teams
- Advise across investments, retirement planning, tax planning, and protection
- Review and monitor existing portfolios and planning strategies
- Handle warm introductions and internally generated leads
- Build trust with professional, high-achieving clients who expect high standards of service and advice
About You
- Chartered Financial Planner status preferred
- STEP qualification desirable
- Strong experience advising HNW private clients
- Proven ability to manage complex client relationships and larger portfolios
- Commercially minded with strong relationship-building skills
- Comfortable working with sophisticated, high-earning individuals
- Level 6 Diploma qualified with valid SPS
- Experience within an independent financial planning environment preferred
What’s on Offer
- £80,000 basic salary plus bonus
- Strong pipeline of quality leads and referrals
- Genuine independent advice model
- High-quality client base with significant assets under management
- Strong support infrastructure including paraplanning and administration
- Long-term career opportunity within a respected firm
- Pension scheme with employer contributions matched up to 7%
- Health cash plan and EAP
- Life insurance
- Group Income Protection scheme
- Annual leave entitlement of 21 days plus bank holidays (8 days) + Birthday off
- Option to purchase up to 3 additional holiday days at the start of each year
- Flexible working and hybrid available
- Bonus scheme
If you are an experienced Financial Planner looking for a high-quality client bank, consistent opportunities, and the chance to work within a true independent environment, please apply today.
Financial Adviser in Devon employer: Recruit UK
Join a highly regarded independent financial planning firm that prioritises your professional growth and offers a supportive work culture. With a strong pipeline of quality leads, competitive salary, and comprehensive benefits including a pension scheme and flexible working options, this is an excellent opportunity for Chartered Financial Planners to thrive while delivering exceptional service to affluent clients. Experience a genuine independent advice model where your expertise is valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser in Devon
✨Network Like a Pro
Get out there and connect with people in the industry! Attend financial planning events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. Building relationships can lead to warm introductions and opportunities that aren’t always advertised.
✨Showcase Your Expertise
When you meet potential clients or employers, make sure to highlight your experience and qualifications. Share success stories of how you've helped high-net-worth clients achieve their financial goals. This will build trust and show that you’re the right fit for their needs.
✨Leverage Social Media
Use platforms like LinkedIn to share insights, articles, and your thoughts on financial trends. This not only positions you as an expert but also keeps you on the radar of those looking for a Financial Adviser. Plus, it’s a great way to engage with your network!
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us can give you an edge, as we often have exclusive listings and can match you with firms looking for someone just like you. Let’s get you that dream job!
We think you need these skills to ace Financial Adviser in Devon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Financial Adviser role. Highlight your experience with HNW clients and any relevant qualifications like Chartered status or STEP.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can bring value to our team. Don’t forget to mention your relationship-building skills!
Showcase Your Achievements:When detailing your past roles, focus on specific achievements that demonstrate your ability to manage complex client relationships and deliver high-quality advice. Numbers and examples speak volumes!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s quick and easy, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, retirement, and tax planning. Be ready to discuss how you've successfully managed complex client relationships in the past.
✨Showcase Your Experience
Prepare specific examples of how you've worked with high-net-worth clients. Highlight your ability to build trust and provide high-quality advice, as this is crucial for the role.
✨Understand the Firm's Values
Research the independent financial planning firm thoroughly. Understand their approach to client relationships and how they differentiate themselves in the market. This will help you align your answers with their values during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's support infrastructure and client base. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
