Financial Planner

Resource Matters Ltd; Exeter; On-site; GBP 70,000 - 80,000; Full time

Job summary

A leading financial services firm in Exeter is seeking an experienced Financial Planner. This role offers a competitive salary of up to £80k, uncapped quarterly bonuses, and no need for business development. Ideal candidates will have a proven track record of success and the right to work in the UK. The company provides tailored holistic financial advice, support, and all clients are supplied.

Benefits

Pension scheme

25 days holiday (excluding bank holidays)

Full home office set-up

Annual bonuses

Qualifications

• Legal right to work in the UK.
• Demonstrable proven track record of consistent success.

Responsibilities

• Provide tailored holistic financial advice products and services.
• Work with qualified clients without the need for business development.

Job description

Overview

Basic up to £80k + package + paraplanning + quarterly bonuses – all clients provided, no business development required, no networking, no need to bring any clients.

Our client, one of the most popular and well‑known blue chip firms in the country, is expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to employees of FTSE 100 & 250 companies and other well‑known institutions. Their success has been recognised through prestigious awards and significant growth.

We are interested in hearing from top‑performing qualified Financial Planner, Financial Advisors / IFA’s / Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.

The company offers an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set‑up, pension scheme, 25 days holiday (excluding bank holidays) and much more.

Qualifications

To apply for the Financial Planner role, you must have :

• the legal right to work in the UK
• a demonstrable proven track record of consistent success within your current role