Chartered Financial Planner

Additional Resources; Exeter; Hybrid; GBP 65,000 - 100,000; Full time

Job summary

A respected accountancy firm in Exeter is seeking a Chartered Financial Planner to deliver tailored financial advice and develop new business while providing exceptional client service. This full-time position offers a competitive salary between £65,000 and £100,000, along with flexible and hybrid working options, and opportunities for professional development. Ideal candidates will have Chartered status and extensive experience in financial services.

Benefits

Annual salary review

25 days plus bank holidays

Pension scheme

Cycle to work scheme

Private medical insurance

Charity giving schemes

Commission schemes and staff incentives

Opportunities for professional development

Qualifications

• At least 5 years of financial services experience with proven ability to prepare suitability reports.
• Previous experience as a Senior Financial Planner or in a similar role is required.
• SOLLA accreditation and experience in IFA practice would be desirable.

Responsibilities

• Providing professional, client-focused financial planning advice to clients.
• Building relationships and generating business through networks.
• Researching existing arrangements and evaluating alternative solutions.

Skills

Financial planning

Client relationship building

Regulatory compliance

Report preparation

Market research

Education

Chartered Financial Planner status

Level 6 CII Advanced Diploma in Financial Planning

Competent Adviser status

Tools

FE Analytics

Intelligent Office

Job description

Overview

An exciting opportunity has arisen for a Chartered Financial Planner to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.

As a Chartered Financial Planner, you will deliver tailored financial advice, support existing clients, and develop new business through internal and external networks.

This full-time, permanent role offers a salary range of £65,000 - £100,000 for 36.25 hours per week plus flexible & hybrid working options and benefits.

Responsibilities

• Providing professional, client-focused financial planning advice to new and existing clients.
• Building relationships and generating business through introducers and internal referral networks.
• Engaging with clients to understand objectives and agreeing project fees.
• Completing fact finds and ensuring compliance with “know your customer” requirements.
• Researching existing arrangements and evaluating alternative solutions to meet client goals.
• Preparing suitability reports and explaining recommendations in clear, practical language.
• Supporting clients with paperwork, applications, and ongoing reviews.
• Contributing to business targets and the wider success of the financial planning team.

What we are looking for

• Previous experience as a Senior Financial Planner, Financial Planner, Senior Financial Adviser, Financial Adviser, Senior Financial Advisor, Finance Advisor, Financial Advisor, Financial Planning Consultant, Finance Planner, Wealth Advisor, Independent Financial Adviser, Independent Financial Advisor, Investment Adviser, Investment Advisor or in a similar role.
• Chartered Financial Planner status and Level 6 CII Advanced Diploma in Financial Planning.
• Competent Adviser status.
• At least 5 years of financial services experience with proven ability to prepare suitability reports.
• SOLLA accreditation and experience in IFA practice would be desirable.
• Familiarity with FE Analytics and Intelligent Office would be beneficial.

What’s on offer

• Annual salary review
• 25 days plus bank holidays
• Pension scheme
• Cycle to work scheme
• Private medical insurance
• Charity giving schemes
• Commission schemes and staff incentives
• Opportunities for professional development and career progression

Apply now for this great Corporate Finance Planneropportunity to join a respected payroll services organisation and develop your career.

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