Chartered Financial Planner

TipTopJob; Exeter; On-site; GBP 65,000 - 100,000; Full time

Job summary

A financial advisory firm in Exeter is seeking a Chartered Financial Planner to deliver practical financial advice and build lasting client relationships. The ideal candidate appreciates client goals and is skilled in relationship-building. This role offers a competitive salary and benefits including hybrid working, 25 days holiday, and pension contributions.

Benefits

25 days holiday + bank holidays

Pension contributions up to 6%

Private medical insurance options

Bonus and commission schemes

Enhanced family leave policies

Qualifications

• Chartered Financial Planner status is essential.
• Demonstrated ability to deliver clear and effective financial solutions.

Responsibilities

• Deliver practical, client-focused financial advice.
• Build lasting relationships and develop business.
• Review existing arrangements to find best solutions.

Skills

Relationship-building skills

Commercial awareness

Understanding client goals

Education

Chartered Financial Planner status

Job description

Location: Exeter / Mid Devon

Hours: Monday to Friday, 36.25 hours per week / flexible and hybrid working options available

Salary: GBP 65,000 - GBP 100,000 per annum, DOE

Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, is currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who will help you grow even further.

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)

For this position, please submit your CV via the 'Apply Now' button or contact Shannon Bunch.