Financial Planner

JR United Kingdom; Exeter; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading accounting firm in the UK is seeking an experienced Financial Planner for its new Plymouth office. This role offers an excellent opportunity to work with high-net-worth clients and enjoy a competitive commission structure, along with hybrid working arrangements and various employee benefits.

Benefits

Highly attractive commission structure

Equity opportunities

Flexible, hybrid working arrangements

Sick leave pay

Private medical insurance

Enhanced family leave pay

Birthdays off

Wellness programmes and counselling access

Discounted gym memberships

Qualifications

• Experience in delivering regulated financial advice is essential.
• Proven track record managing HNW clients and complex cases.

Responsibilities

• Manage high-net-worth clients and handle intricate financial cases.
• Provide regulated financial advice.

Skills

Financial Planning

Client Management

Regulated Financial Advice

Proactivity

Education

Chartered Status or close to achieving it

CAS/SPS certification

Job description

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I’m excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their new Plymouth office.

This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months.

This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases.

Key Requirements:

• Chartered status or close to achieving it.
• Proven experience in delivering regulated financial advice, ideally holding CAS/SPS.
• Confident in managing HNW clients and navigating intricate casework.
• Passionate, proactive, and self-motivated.

What’s on Offer:

• Highly attractive commission structure.
• Equity opportunities within the firm.
• Flexible, hybrid working arrangements.
• Sick leave pay
• Private medical insurance
• Enhanced family leave pay
• Birthdays off
• Wellness programmes, access to counselling & discounted gym memberships

The successful candidate should be based near Plymouth.

If this opportunity aligns with your aspirations—or if you know someone who could be a perfect fit—please reach out in confidence to [emailprotected] .