Adviser

I'm currently partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner to join their office in Exeter.

This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.

Renowned for its reputation, the firm specialises in high-net-worth clients, with a strong emphasis on building long-term relationships. Joining this market-leading IFA 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:

• Minimum Diploma-qualified / Chartered desired
• 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:

• Hybrid/Flexi working
• Discretionary bonus + strong commission structure
• 25 days annual leave + bank holidays
• 6% pension contribution
• Well-being programme
• Death in service 4x gross salary
• Study support to Chartered

If this opportunity aligns with your aspirations or if you know someone who could be a good fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com.