Director of Wealth Planning & Growth

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

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.