Financial Advisor

JR United Kingdom; Exeter; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading independent financial advisory firm in Exeter is seeking a Senior Financial Planner. This role offers exceptional earning potential while working with high-net-worth clients. The ideal candidate will have a Chartered qualification and a strong client service background, with opportunities for hybrid working and study support.

Benefits

Discretionary Bonus

Strong Commission Structure

25 Days Annual Leave

Death in Service Cover of 4x Gross Salary

Study Support Towards Chartered Qualification

Qualifications

• Experience providing regulated advice, ideally with CAS / SPS.
• Proven track record in managing HNW clients.

Responsibilities

• Join a leading independent financial advisory firm in Exeter.
• Provide comprehensive financial planning services to high-net-worth clients.

Skills

Client Service Skills

Proactive

Self-Motivated

Education

Chartered Qualification

Job description

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Senior Financial Planner - Exeter

I’m currently partnering with a leading independent financial advisory firm seeking an experienced Senior Financial Planner to join their Exeter office.

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 reputation, the firm specialises in high-net-worth clients, emphasizing long-term relationship building. Joining this market-leading IFA presents exceptional earning potential and an opportunity to work with a highly respected team. They are looking for a driven professional with a proven track record in managing HNW clients and handling complex financial cases.

Requirements:

1. Chartered or nearing completion of Chartered qualification.
2. Experience providing regulated advice, ideally with CAS / SPS.
3. Strong client service skills.
4. Passionate, proactive, self-motivated.

What’s on Offer:

• Hybrid/Flexi working arrangements.
• Discretionary bonus + strong commission structure.
• 25 days annual leave + bank holidays.
• Death in service cover of 4x gross salary.
• Study support towards Chartered qualification.

If this opportunity aligns with your aspirations—or if you know someone who could be a good fit—please reach out in confidence to [emailprotected].