Chartered Financial Planner

Hawk 3 Talent Solutions; Exeter; Hybrid; GBP 65,000 - 100,000; Full time

Job summary

A financial services firm in Exeter is seeking a Chartered Financial Planner to deliver client-focused financial advice and build lasting relationships. This role offers a competitive salary range of £65,000 - £100,000 per annum, flexible working options, and a strong support network. Ideal candidates will have a passion for understanding client goals and delivering clear, effective solutions, alongside strong relationship-building skills.

Benefits

25 days holiday + bank holidays

Bonus and commission schemes

Pension contributions up to 6%

Private medical insurance options

Enhanced family leave policies

Annual salary review

Cycle to Work scheme

Qualifications

• Chartered Financial Planner status required.
• Genuine passion for understanding client goals and delivering effective solutions.
• Strong relationship-building skills are essential.

Responsibilities

• Deliver practical, client-focused financial advice.
• Build lasting relationships and develop business via introducers.
• Prepare clear, plain-language recommendations.

Skills

Chartered Financial Planner status

Strong relationship-building skills

Commercial awareness

Job description

Overview

Chartered Financial Planner | Location: Exeter / Mid Devon | Hours: Monday to Friday 36.25 hours per week; flexible and hybrid working options available | Salary: £65,000 - £100,000 per annum, DOE

What’s in it for you

• A portfolio of high-quality clients ready to engage with you
• Strong referral streams from our internal network of professionals
• Ongoing development and support to help you specialise further
• A collaborative, people-first culture
• Flexible and hybrid working options

The role

• Delivering practical, client-focused financial advice
• Building lasting relationships and developing business via introducers
• Presenting and networking with professionals
• Reviewing existing arrangements and finding the best solutions for client goals
• Preparing clear, plain-language recommendations
• Staying at the forefront of technical and regulatory changes

What we’re looking for

• Chartered Financial Planner status
• A genuine passion for understanding client goals and delivering clear, effective solutions
• Strong relationship-building skills and commercial awareness

The benefits package includes

• 25 days holiday + bank holidays
• Hybrid/flexible working
• Bonus and commission schemes
• Pension contributions up to 6% (matched)
• Private medical insurance options
• Enhanced family leave policies
• Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more)

How to apply

To apply for this position, please submit your CV via the Apply Now button or contact Shannon Bunch on (url removed).