Financial Adviser (Director) - £90k-£120k - South West

Recruit UK; Exeter; Hybrid; GBP 100,000 - 120,000; Full time

Job summary

A leading financial planning firm in Exeter is seeking a motivated Financial Adviser to enhance client relationships and drive business growth. The role offers a competitive salary up to £120,000, a hybrid working model, and benefits like PMI and pension. Candidates should be Level 4 qualified with a strong client service ethic and proven business development skills.

Benefits

PMI

Life assurance

Pension

Generous holiday allowance

Option to purchase additional leave

Fully funded training towards further qualifications

Qualifications

• Must have a current and up-to-date Statement of Professional Standing (SPS).
• Ability to develop and manage fee-based client relationships is essential.
• Experience with matrimonial, vulnerable, or personal injury clients is advantageous.

Responsibilities

• Build and develop new client relationships through proactive business development.
• Maintain accurate and up-to-date client files.
• Plan, implement, and deliver against the annual Business Plan.

Skills

Financial Planning

Client Relationship Management

Communication Skills

Education

Level 4 qualified (minimum)

Progressing towards Level 6

Job description

Overview

Recruit UK is working on an excellent opportunity for a Financial Adviser in Exeter to join a Financial Planning firm.

Our client is a leading force in UK wealth management and professional services. With a heritage built on trust, expertise, and client success, they are dedicated to helping individuals and businesses achieve their financial goals.

Within this role you will service existing clients whilst looking to expand your network further. We’re looking too speak with a motivated Financial Planner at director level who is seeking an opportunity in Devon. This role is pivotal in driving business forward, strengthening client relationships and supporting the growth of the firms financial planning services across the region.

Responsibilities

• Build and develop new client relationships through proactive business development.
• Maintain accurate and up-to-date client files.
• Plan, implement, and deliver against the annual Business Plan.
• Work alongside the director/partner group to drive commercial growth.
• Collaborate with Investment Management (IM) to strengthen client relationships.
• Lead structured client meetings, ensuring accuracy and compliance in advice provided.

Benefits

• Competitive salary up to £120,000
• PMI/ Life assurance/ Pension
• Hybrid working model
• Generous holiday allowance + option to purchase additional leave
• Fully funded training towards further professional qualifications

Skills and experience required

• Level 4 qualified (minimum), ideally progressing towards Level 6.
• Current and up-to-date Statement of Professional Standing (SPS).
• Proven ability to develop and manage fee-based client relationships.
• Strong understanding of financial planning practices and ability to communicate them clearly.
• Excellent written and verbal communication skills.
• Strong client service ethic and ability to prioritise under pressure.
• Experience of working with matrimonial, vulnerable, or personal injury clients (advantageous).
• Demonstrated success in developing new business and managing stakeholder relationships.