Director of Financial Planning

IDEX Consulting; Exeter; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A respected wealth management firm in Exeter is seeking an experienced Financial Adviser to lead client relationships and provide holistic advice. The ideal candidate will have a strong business development track record, be level 4 qualified (level 6 preferred), and possess first-class relationship management skills. This role offers a competitive salary, hybrid working, and the chance to step into a leadership position.

Benefits

Competitive salary + bonus

Hybrid / Flexi working

Funded qualifications

Generous holiday package

Leadership opportunity

Qualifications

• Proven success in fee-based financial planning.
• Strong business development track record.
• Clear communicator with first-class relationship management skills.

Responsibilities

• Leading from the front in building new client relationships.
• Partnering with Investment Managers for client experience.
• Delivering high-quality, holistic financial advice.

Skills

Fee-based financial planning

Business development

Relationship management

Education

Level 4 qualified (Level 6 preferred)

Job description

Job description

Are you an experienced Financial Adviser ready to take the next step in your career? A highly respected UK-wide wealth management and professional services firm is seeking a driven and client‑focused Financial Adviser to join their growing Exeter team.

This firm is built on trust, collaboration, and expert advice. With a people‑first culture, they've become a go‑to name in the industry—offering the perfect platform for ambitious planners who want to grow, lead, and make real impact.

What you'll be doing:

• Leading from the front-building new client relationships through proactive business development
• Partnering with Investment Managers to deliver a seamless client experience
• Playing a key role in commercial strategy and business growth
• Delivering high-quality, holistic financial advice to HNW clients
• Supporting and mentoring within the wider team

What we're looking for:

• Proven success in fee-based financial planning
• Strong business development track record
• Level 4 qualified (Level 6 preferred)
• Clear communicator with first-class relationship management skills
• Experience with vulnerable, matrimonial or PI clients? That's a bonus!

What's on offer:

• Competitive salary + bonus
• Hybrid / Flexi working
• Funded qualifications
• Generous holiday package
• A real opportunity to step into a leadership role and shape the future of financial planning in the region

If you're ready to make your mark with a forward-thinking firm where people and advice come first,