Financial Advisor

Heat Recruitment; Exeter; On-site; GBP 35,000 - 55,000; Full time

Job summary

A well-established independent financial planning firm in Exeter is seeking a qualified Financial Advisor for an employed role. This position provides an opportunity to take over an existing client bank, allowing you to focus on delivering high-quality financial advice while benefiting from extensive support and a competitive compensation structure tailored to your experience. Join a supportive team dedicated to client success and ongoing professional development.

Benefits

Competitive salary and bonus tailored to experience

Full admin and paraplanning support

Opportunities for ongoing development

Qualifications

• Proven experience in a client-facing financial advice role.
• Passion for helping clients achieve their goals.
• Professionalism and integrity in approach.

Responsibilities

• Provide holistic face-to-face financial advice across various sectors.
• Deliver ongoing reviews and advice to existing clients.
• Collaborate closely with internal teams to ensure client satisfaction.

Skills

Communication

Client Relationship Management

Financial Advisory

Education

Level 4 Diploma in Financial Planning

Job description

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Financial Advisor - Employed Role | Devon-Based | Existing Client Bank Provided

Are you a qualified Financial Advisor looking for a stable, professional environment with the rare opportunity to take over an existing client bank? We are offering an employed role within a well-established independent financial planning firm, serving clients across Devon.

This role offers a warm portfolio of clients from day one, allowing you to focus on what matters most: delivering high-quality financial advice and building trusted relationships.

The Opportunity:

You’ll step into a developed client bank, with the scale and support tailored to your experience and capability. Whether you’re an experienced adviser or still developing your advisory career, we’ll match you with a portfolio and compensation structure that sets you up for long-term success.

Key Responsibilities:

• Provide holistic face-to-face financial advice across investments, pensions, protection, and estate planning
• Take ownership of an existing book of clients, delivering ongoing reviews and advice
• Maintain the highest standards of compliance and client care
• Meet clients in-office and at locations across Devon as needed
• Collaborate closely with internal paraplanning and admin teams to ensure a seamless client experience

What We’re Looking For:

• Level 4 Diploma in Financial Planning (or equivalent)
• Proven experience in a client-facing financial advice role
• Excellent communication skills and a genuine passion for helping clients achieve their goals
• Professionalism, integrity, and a relationship-led approach to advice

What’s on Offer:

• Employed position with competitive salary and bonus, tailored to your experience
• Established client bank, scaled based on your level of seniority
• Full admin and paraplanning support to let you focus on client service
• Office-based role with regular client meetings throughout Devon
• Supportive, forward-thinking team with opportunities for ongoing development

If you're ready to take on a high-quality client bank and grow your career within a respected and client-focused firm, we’d love to hear from you.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Administrative

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