Chartered Financial Planner

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

Job summary

A leading chartered accountants and business advisory firm in Exeter is seeking an experienced Financial Planner to manage an established client bank from a retiring adviser. This role offers exceptional earning potential and opportunities for professional development, with a focus on high-net-worth clients and long-term relationships. Flexible and hybrid working options available.

Benefits

Attractive commission structure

Professional development opportunities

25 days annual leave plus bank holidays

Enhanced maternity and paternity pay

Pension matched up to 6% after 4 years' service

Private Medical Insurance

Qualifications

• Proven track record of managing high-net-worth clients.
• Ability to handle complex financial cases.

Responsibilities

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

Skills

Experience of giving regulated advice

Passion and proactivity

Self-motivation

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]