Financial Advisor

IDEX Consulting; Exeter; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Exeter is seeking an experienced Financial Planner to take over an established client bank from a retiring adviser. This role offers exceptional earning potential and the opportunity to work with high-net-worth clients. The ideal candidate must be chartered, proactive, and experienced in managing complex financial cases. The firm provides flexible working arrangements and a comprehensive benefits package.

Benefits

Attractive commission structure

Professional development opportunities

25 days annual leave plus bank holidays

Death in service 3 x annual salary

Access to rewards and health scheme

Enhanced maternity and paternity pay

Qualifications

• Experience in providing regulated financial advice.
• Able to manage high-net-worth clients and complex cases.
• Passionate, proactive, and self-motivated.

Responsibilities

• Take over an established client bank from a retiring adviser.
• Ensure a seamless transition and maintain strong client relationships.
• Work with a highly respected team in financial planning.

Skills

Client service skills

Regulated advice experience

Proactivity

Education

Chartered accreditation

Job description

I'm thrilled to be partnering with a leading chartered Accountants and business advisory firm that is seeking an experienced Financial Planner based local to Exeter.

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. Renowned for its outstanding reputation and premium service, the firm specialises in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships.

Joining this market-leading firm offers 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:

• Chartered
• Experience of giving regulated advice and ideally CAS/SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive and be able to self-motivate

What's on offer:

• Attractive commission structure
• Opportunities for professional development and career growth
• Flexible and hybrid office working available
• 25 days annual leave plus bank holidays
• Death in service 3 x annual salary
• Access to rewards and health scheme
• 24-hour external employee assistance programme helpline
• Flexible benefits including buy and sell holiday, cycle to work, payroll charity giving and private medical insurance
• Pension matched up to 6% after 4 years' service
• Enhanced maternity and paternity pay

If this opportunity aligns with your aspirations, or if you know someone who could be a good fit, please reach out in confidence to [e-mail]

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.