Financial Planner

Synchronicity Group; Exeter; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial planning firm in Exeter is seeking an experienced Independent Financial Advisor (IFA) to join their team. This role offers an opportunity to inherit clients from day one, with a focus on client relationship management. Candidates should have at least 3+ years of advising experience and a solid understanding of financial planning, especially trusts. The firm offers long-term career growth and the potential for equity, preferring onsite presence with flexibility for the right candidate.

Benefits

Long-term career progression

Potential for equity

Flexible working arrangements for the right person

Qualifications

• At least 3+ years of advising experience required.
• Confident and knowledgeable in financial advising.
• Desirable experience with trusts due to client work.

Responsibilities

• Join a team providing financial planning advice.
• Manage existing clients from day one.
• Build internal relationships to assist in growth.

Skills

Client relationship management

Knowledge of financial planning

Experience with trusts

Education

Advanced financial certifications

Job description

We are recruiting for an independent financial planning firm in Exeter who have a fantastic opportunity for an experienced IFA to join their team. This role offers clients to inherit from day one, and due to succession planning there will be a significant amount of additional clients to take over in time.

Our client enjoys extensive internal referrals and inbound enquiries and as such there is no expectation for someone to be doing independent business development. There is a long term career path for someone here, including potential equity in the future, so there are looking for someone with a longer term vision to work within a small team and help them continue to grow.

We are looking for someone with at least 3+ years advising experience, who is confident and knowledgeable enough to hit the ground running without too much handholding. Experience of trusts is highly desirable due to the nature of a lot of the work they do with clients. Chartered status isn't required, although they would like someone to either be progressing with advanced exams or have the ambition to complete these in the future.

As this is a small financial planning team and part of a larger company where developing internal relationships is key to the ongoing success of the business, they would prefer someone to be onsite/out meeting clients at least 4 days a week. However, they are open to being flexible on this for the right person.

There is fu...