Financial Advisor

IDEX Consulting; England; On-site; GBP 80,000 - 100,000; Full time

Job summary

An established independent financial advisory firm is seeking an experienced Financial Planner to join their esteemed team in Exeter or Somerset. This role offers the unique chance to take over an established client bank, ensuring a seamless transition and a strong foundation for success. With a focus on high-net-worth clients, the firm provides exceptional earning potential and the opportunity to work with a respected team. Flexible hybrid working arrangements and generous annual leave make this a highly attractive position for driven professionals looking to advance their careers.

Benefits

Flexible working arrangements

Up to 30 days annual leave

Office closure over Christmas

Birthdays off

6% employer pension contribution

Discount scheme

Qualifications

• Proven track record of managing high-net-worth clients.
• Experience in handling complex financial cases.

Skills

Regulated advice experience

Client service skills

Proactive and self-motivated

Job description

Independent Financial Planner – Up to £100,000 DOE – Somerset or Exeter – Hybrid

I’m thrilled to be partnering with a leading independent financial advisory firm seeking an experienced Financial Planner based in Exeter or Somerset.

This firm offers a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.

Renowned for its outstanding reputation and premium service, the firm specializes in high-net-worth (HNW) clients, focusing on building long-term relationships. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success.

Joining this market-leading IFA provides exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.

Requirements:

• Experience of giving regulated advice and ideally CAS / SPS
• Strong client service skills
• Passionate, proactive, and self-motivated

What’s on Offer:

• Flexible, hybrid working arrangements
• Up to 30 days annual leave + office closes over Christmas
• Birthdays off
• 6% employer pension contribution
• Discount scheme

If this opportunity aligns with your aspirations—or if you know someone who could be a good fit—please contact Samantha Durbridge at [e-mail].