Chartered Financial Planner in Tiverton, Devon

Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment.

Outline of the Role

• Take on existing review clients and maintain client relationships
• Work with a dedicated team for client support and collaborate on the continuous development of advice and investment propositions
• Offer support and guidance in investment planning, pension and insurance.

Financial Planner Requirements:

• Qualified to level 4 CII Regulated Diploma in Financial Planning
• Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations
• Office based in Devon
• Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills
• Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
• Experience in the financial advice process and a passion for collaboration and interaction with others

Benefits

• Annual salary dependent on experience and chartered status
• Pension and PMI
• Free parking
• 25 days holiday plus Bank Holidays.
• Full back office support