Senior Financial Planner | Path to Equity & Client Leadership in Exeter
Senior Financial Planner | Path to Equity & Client Leadership

Senior Financial Planner | Path to Equity & Client Leadership in Exeter

Exeter Full-Time No home office possible
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A financial planning firm in Exeter is seeking an experienced Independent Financial Advisor (IFA) to join their team. This role offers an opportunity to inherit clients from day one, with a focus on client relationship management. Candidates should have at least 3+ years of advising experience and a solid understanding of financial planning, especially trusts. The firm offers long-term career growth and the potential for equity, preferring onsite presence with flexibility for the right candidate.

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Contact Detail:

Synchronicity Group Recruiting Team

Senior Financial Planner | Path to Equity & Client Leadership in Exeter
Synchronicity Group
Location: Exeter
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