Chartered Financial Planner

JR United Kingdom; Exeter; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading chartered accountants firm in Exeter is seeking an experienced Financial Planner to take over an established client bank. The role offers the opportunity for exceptional earnings and professional growth while working with high-net-worth clients. Ideal candidates will have a proven track record in managing HNW clients and must be passionate and proactive. The position includes a flexible working environment and various benefits.

Benefits

Attractive commission structure

Professional development opportunities

25 days annual leave plus bank holidays

Death in service 3 x annual salary

Access to Rewards and Health scheme

Private Medical Insurance

Pension matched up to 6% after 4 years

Qualifications

• Proven track record of managing HNW clients.
• Experience handling complex financial cases.
• Ideally holding CAS / SPS qualifications.

Responsibilities

• Take over an established client bank from a retiring adviser.
• Build long-term relationships with clients.
• Ensure a seamless transition for clients.

Skills

Experience of giving regulated advice

Ability to manage high-net-worth clients

Self-motivation

Proactiveness

Job description

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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:

• Experience of giving regulated advice and ideally CAS / SPS
• 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 [emailprotected]