Financial Planner

IDEX Consulting; Exeter; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading independent financial advisory firm in Exeter is seeking an experienced Financial Planner. This role involves managing an established client bank and delivering comprehensive financial planning services. The ideal candidate will be passionate, proactive, and possess a proven track record with high-net-worth clients. Exceptional earnings potential, flexible working arrangements, and various benefits, including up to 30 days of annual leave, are offered.

Benefits

Attractive commission structure

Flexible, hybrid working arrangements

Up to 30 days annual leave

Birthdays off

Qualifications

• Experience of giving regulated advice and ideally CAS / SPS.
• Passionate and proactive approach needed.

Skills

Managing high-net-worth clients

Handling complex financial cases

Self-motivation

Proactiveness

Education

Minimum Diploma-qualified

Chartered qualification desired

Job description

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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
• 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

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