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Financial Planner

JR United Kingdom

Exeter

On-site

GBP 50,000 - 90,000

Full time

11 days ago

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An established financial planning firm in Exeter is seeking an experienced Financial Planner to manage a portfolio of high-net-worth clients. This role focuses on nurturing existing relationships and providing exceptional service rather than aggressive client acquisition. The company boasts a strong team culture and offers robust back-office support, allowing you to concentrate on delivering quality financial advice. With an attractive salary and performance-based bonuses, this is a fantastic opportunity to join a reputable firm that values its employees and fosters organic growth through referrals. If you're passionate about financial planning and client service, this role could be your next big step.

Experience working with HNW clients and providing strong relationship management.
Ability to communicate effectively with professional practices.

Manage an existing portfolio of HNW clients and secure new business.
Provide quality service to clients while embracing a strong team ethos.

Financial Planning

Relationship Management

Client Communication

B2B Relationship Building

Relevant Financial Qualifications

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Nigel James Associates are proud to be partnered with a highly established and well-regarded privately-owned IFA company with an established presence in the Exeter area. Due to their continued demand in business, our client is seeking an experienced Financial Planner to join them to take over an existing portfolio of HNW clients, as well as take on new clients that are referred through to the company. This particular IFA business has some fantastic relationships in place with a number of professional introducers who readily provide them with referrals throughout the year. They provide advice to HNW clients with their average client investment typically ranging between £250-750k. Our client has a robust back-office support function to free up your time to just focus on advising.

Requirements

To be considered for the role you must be an experienced Financial Planner used to working with HNW clients and providing strong ongoing relationship management services. You will be credible in front of new clients and be able to secure new business. You must also be able to communicate effectively with other professional practices to enhance the B2B relationships our client has in place to refer clients. This company has a strong team ethos and the person joining would need to embrace this. This particular role would be more focused on providing quality service to clients of the business rather than a hunter-focused role, with new clients naturally being referred through to you with organic growth.

This is a stand-out opportunity to join a local and highly established financial planning company with a brilliant reputation. You will work as part of an established team with a fantastic, inclusive culture. Our clients will provide an attractive basic salary to the person joining as well as bonuses based on a validation model. The majority of the validation will be covered by the clients they give you and the ongoing revenue this produces. You will then receive a high percentage on all revenue after validation.

What next?

If you have the relevant skills and experience and are interested in finding out more about this niche and highly desirable opportunity, then please either apply or feel free to get in touch!

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