Financial Planner

Reed; Truro; On-site; GBP 46,000 - 76,000; Full time

Benefits offered by this job

Bonus

Pension scheme

Private medical insurance

Life assurance

Income protection

Holidays 25 + BH

Holiday buy/sell

Employee assistance

Study support

Flexible benefits

Job summary

Financial Planning Firm in Cornwall & Devon is seeking an experienced Financial Planner for a remote-based role with occasional travel to the Truro hub. You will inherit a substantial client bank and have access to significant new business opportunities across Cornwall and Devon, with a base up to £76,000 plus bonus and benefits.

The role involves managing approx. 110 households with £45m AUM, delivering holistic planning across pensions, investments, retirement and protection, and building

Qualifications

• Minimum Level 4 Diploma in Financial Planning.
• CAS status and SPS holder.
• Proven experience as a Financial Planner.
• Strong relationship management and business development skills.
• Chartered status preferred, though Diploma-qualified advisers working towards Chartered will be considered.

Responsibilities

• Manage and develop an established portfolio of clients.
• Deliver holistic advice across pensions, investments, retirement and protection planning.
• Conduct regular client reviews and identify opportunities for additional business.
• Generate growth through referrals and professional introducer relationships.
• Maintain excellent client outcomes and regulatory standards.

Skills

Client relationship management

Business development

Regulatory standards

Holistic financial planning

Pensions & investments

SPS/CAS

Education

Level 4 Diploma in Financial Planning

CAS status

SPS holder

Chartered status preferred

Job description

Financial Planner – Cornwall & Devon

Remote-Based | Truro Hub
Up to £76,000 + Bonus + Excellent Benefits

A fantastic opportunity for an experienced Financial Planner to join a growing wealth management firm, inheriting a high-quality client bank while benefiting from significant new business opportunities across Cornwall and Devon.

This home-based role offers an established portfolio of approximately 110 households and £45m AUM, allowing you to focus on delivering excellent financial planning advice and developing long-term client relationships.

What's on Offer?

• Up to £76,000 basic salary
• Client bank of 110 households and £45m AUM
• 3.5x validation target
• 70% recurring income from inherited clients during validation, reducing to 25% post-validation
• 45% on all new business written
• Full paraplanning and administration support
• Exclusive regional marketing exposure through a local radio partnership across Cornwall and Devon
• Remote working with occasional travel to Truro and client meetings

The Role

• Manage and develop an established portfolio of clients.
• Deliver holistic advice across pensions, investments, retirement and protection planning.
• Conduct regular client reviews and identify opportunities for additional business.
• Generate growth through referrals and professional introducer relationships.
• Maintain excellent client outcomes and regulatory standards.

About You

• Level 4 Diploma in Financial Planning (minimum).
• CAS status and current SPS holder.
• Proven experience as a Financial Planner.
• Strong relationship management and business development skills.
• Chartered status preferred, although Diploma-qualified advisers working towards Chartered will be considered.

Benefits

• Competitive bonus structure
• Generous pension contribution
• Private medical insurance
• Life assurance and income protection
• 25 days holiday plus bank holidays
• Holiday buy and sell scheme
• Additional Christmas office closure days
• Employee Assistance Programme
• Study support and ongoing professional development
• Flexible benefits package

This is an excellent opportunity to inherit a substantial client bank, maximise earnings through a highly attractive remuneration structure, and build a successful long-term career across the Cornwall and Devon market.