Financial Advisor

Quilter Financial Planning; Exeter; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Established brand

Succession/ownership pathway

Job summary

Quilter Financial Planning in Exeter is seeking an ambitious Financial Adviser to join a growing practice with a clear pathway toward eventual ownership. You will build and manage client relationships and advise across investments, pensions, mortgages and protection products.

In this hybrid role, you will actively develop new business through referrals and networking while contributing to the firm’s growth and strategic development.

Qualifications

• Holistic/advice experience essential—at least 1 year.
• An existing client following or network of professional introducers would be beneficial, although not essential.

Responsibilities

• Advise clients across investments, pensions, mortgages and protection products.
• Develop and manage client relationships to grow the business.
• Contribute to networking, referrals and self-generated opportunities.

Skills

Interpersonal skills

Self-motivation

Commercial awareness

Networking

Job description

Location: Exeter (within a 10-15 mile radius)

Salary: £50,000 basic salary plus 25% of new client fees generated

Working Pattern: Hybrid, with up to one day per week home working

A Rare Opportunity for an Ambitious Financial Adviser

Quilter is working with a well-established and highly respected advice firm in Exeter to recruit an ambitious Financial Adviser who is aspiring to take the next significant step in their career.

This opportunity offers far more than a traditional adviser role. The successful candidate will join a growing and successful business with a clear pathway towards future ownership, making it ideally suited to an individual with the ambition and commercial mindset to lead and ultimately acquire an established financial planning practice within the next five years.

About the Firm

Our client has been providing trusted financial advice for over 15 years and has built an excellent reputation across Exeter and the surrounding area.

Their services include:

• Pension advice
• Investment planning
• Mortgage advice
• Protection planning
• Later life lending

The firm currently consists of three advisers and two administrative support staff, all working collaboratively from a central Exeter office. Their success has been built on strong client relationships, exceptional service standards, and a commitment to delivering positive client outcomes.

The Opportunity

The successful candidate will advise clients across:

• Investments
• Pensions
• Mortgages
• Protection products

Alongside managing and developing client relationships, you will actively contribute to the continued growth of the business through networking, referrals, and self-generated opportunities.

This role offers significant scope for progression and influence within the business, with a genuine succession planning opportunity for the right individual.

The Ideal Candidate

We are keen to speak with individuals who:

• Have excellent interpersonal and relationship-building skills
• Deliver consistently high levels of client service
• Are self-motivated, proactive, and commercially aware
• Have a genuine ambition to become a business owner in the future
• Enjoy working within a small, collaborative team environment
• Can generate new business opportunities through referrals, networking, and professional connections
• Take pride in delivering quality work and following robust processes and procedures
• Have a strong work ethic and a positive, enthusiastic approach

Experience

• Hollistic advice experience essential- at least 1 year.
• An existing client following or network of professional introducers would be beneficial, although not essential.

What's on Offer?

• £50,000 basic salary
• Additional remuneration equal to 25% of new client fees generated
• Hybrid working arrangements
• Established brand and client base
• Supportive and experienced team environment
• A clearly defined succession and future ownership opportunity

Interested?

This is an exceptional opportunity for an ambitious adviser who is looking to combine personal success with a long-term stake in a thriving advice business.