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 help drive business growth. The ideal candidate will have a proven track record in fee-based financial planning, excellent relationship management skills, and a desire to mentor. This role offers a competitive salary, bonuses, hybrid working, and opportunities for leadership. Join a people-first culture where your advice really matters.

Benefits

Competitive salary

Bonus

Funded qualifications

Generous holiday package

Opportunity for leadership

Qualifications

• Proven success in fee-based financial planning.
• Clear communicator with first-class relationship management skills.
• Experience with vulnerable, matrimonial or PI clients is a bonus.

Responsibilities

• 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.

Skills

Fee-based financial planning

Relationship management

Business development

Communication skills

Job description

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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
• 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,