Financial Planner

IDEX Consulting; Exeter; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading independent financial advisory firm is seeking an experienced Financial Planner based in Exeter or Somerset. The ideal candidate will manage HNW clients, taking over an existing client bank while offering a range of financial services, ensuring client satisfaction and effective financial management. Exceptional commission structure and hybrid working options are provided.

Benefits

Attractive commission structure

Flexible working arrangements

Up to 30 days annual leave

Office closes over Christmas

Birthdays off

6% employer pension contribution

DIS (4x salary)

Discounts scheme

Qualifications

• Minimum Diploma-qualified with chartered preferred.
• Experience giving regulated advice, ideally CAS/SPS.
• Strong client service skills essential.

Responsibilities

• Manage an established client bank from a retiring adviser.
• Provide comprehensive financial planning services for HNW clients.

Skills

Client service

Proactivity

Self-motivation

Education

Diploma-qualified / Chartered

Job description

I'm thrilled to be partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner based in Exeter or Somerset.

This firm provides 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 outstanding reputation and premium service, the firm specialises in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success.

Joining this market-leading IFA offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.

Requirements:

• Minimum Diploma-qualified / Chartered desired
• 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:

• Attractive commission structure
• Flexible, hybrid working arrangements
• Up to 30 days annual leave + office closes over Christmas
• Birthdays off
• 6% employer pension contribution
• DIS (4x salary)
• Discounts scheme

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

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.