Financial Advisor

FM JOBS LIMITED; Barnstaple; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Hybrid working

Admin support

Paraplanning support

Professional development

Job summary

FM JOBS LIMITED is seeking an experienced Financial Advisor to join a thriving wealth management firm in Devon. You will build long-term client relationships and guide clients toward financial independence through tailored planning across pensions, investments, savings, and protection.

The role offers full back-office support, company-generated leads, and a flexible hybrid working arrangement. You will meet clients face-to-face and virtually, conduct reviews, and leverage CRM tools to deliver

Qualifications

• Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent)
• Essential: Experience as a practicing Financial Advisor with proven client management skills
• Essential: Strong interpersonal and communication abilities

Responsibilities

• Deliver face-to-face and virtual client meetings
• Conduct comprehensive financial reviews and produce detailed reports
• Develop new business through networking, referrals, and company leads
• Maintain and grow client relationships through regular reviews
• Leverage digital tools and CRM systems to enhance client service

Skills

Client management

Interpersonal skills

Effective communication

Networking

CRM proficiency

Education

Diploma in Regulated Financial Planning (FCA approved)

Tools

Financial planning software

Microsoft Teams

Job description

Are you an experienced Financial Advisor looking for your next career move? This Financial Advisor job offers the perfect blend of autonomy, support, and growth potential with a thriving wealth management firm.

As a Financial Advisor, you'll build meaningful, long-term relationships with clients across Devon, guiding them towards financial independence through comprehensive financial planning. You'll follow a structured advice process to understand clients' goals and deliver tailored strategies covering pensions, investments, savings, and protection.

What makes this Financial Advisor role stand out?

This isn't just another advisory position. You'll benefit from full back-office support including dedicated administration and paraplanning teams, allowing you to focus on what you do best - advising clients. The company provides robust lead generation programmes, meaning you can build your client bank through company-generated opportunities alongside your own business development efforts.

• Deliver face-to-face and virtual client meetings
• Conduct comprehensive financial reviews and produce detailed reports
• Develop new business through networking, referrals, and company leads
• Maintain and grow client relationships through regular reviews
• Leverage digital tools and CRM systems to enhance client service

Financial Advisor Requirements:

• Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent)
• Essential: Experience as a practicing Financial Advisor with proven client management skills
• Essential: Strong interpersonal and communication abilities
• Desirable: Business development and networking experience
• Desirable: Proficiency with financial planning software and Microsoft Teams

The Company

Our client is an established wealth management firm experiencing significant growth. They pride themselves on their supportive culture and commitment to providing advisers with the resources needed to succeed, including comprehensive administrative support.

Financial Advisor Benefits:

• Competitive salary: £50,000 - £75,000
• Attractive performance-related bonus
• Flexible hybrid working arrangements
• Full administrative and operational support
• Comprehensive paraplanning assistance
• Professional development opportunities

Location

Ideally based in or around the Devon area and surrounding regions. Some travel for client meetings is expected.