Financial Advisor

I am currently collaborating with a boutique independent financial advisory firm in search of an experienced Financial Advisor to join their team in Devon. The firm offers a full suite of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.

This presents a fantastic opportunity to work within a small, dynamic firm where your input is valued, and you can make a significant impact. The ideal candidate will bring an established client base and have the ability to take on new clients as well.

Requirements:

• Diploma-qualified - preference to 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:

• Remote/Flexi working
• Discretionary bonus + strong commission structure
• 25 days annual leave + bank holidays
• 6% pension contribution
• Well-being programme
• Death in service 4x gross salary
• Study support to Chartered

If this opportunity aligns with your aspirations or if you know someone who could be a good fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com.