Chartered Financial Planner
6 days ago
Exeter
Chartered Financial Planner – £100,000 DOE – Exeter– Hybrid I’m thrilled to be partnering with a leading chartered accountants and business advisory firm that is seeking an experienced Financial Planner based local to Exeter. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success. Renowned for its outstanding reputation and premium service, the firm specialises in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships. Joining this market-leading firm offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases. Requirements: • Chartered, • Experience of giving regulated advice and ideally CAS / SPS, • Be able to demonstrate strong client service skills, • Need to be passionate, proactive, and be able to self-motivate. What’s on Offer: • Attractive commission structure., • Opportunities for professional development and career growth., • Flexible and hybrid office working available., • 25 days annual leave plus bank holidays., • Death in service 3 x annual salary., • Access to Rewards and Health scheme., • 24-hour external Employee Assistance Programme helpline., • Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance., • Pension matched up to 6% after 4 years’ service., • Enhanced Maternity and Paternity pay If this opportunity aligns with your aspirations, or if you know someone who could be a good fit, please reach out in confidence to Chartered Financial Planner – £100,000 DOE – Exeter– Hybrid