Independent Financial Adviser - Exeter

AMG Search; Exeter; Remote; GBP 50,000 - 70,000; Full time

Job summary

A leading UK wealth management firm is seeking an experienced Independent Financial Adviser for the Exeter area. This home-based role involves delivering tailored financial advice, conducting reviews, and maintaining client relationships with a dedicated support system in place for optimal success.

Benefits

Full admin and compliance support

Strong brand reputation and marketing support

Opportunities for continued development and growth

Qualifications

• Level 4 Diploma in Regulated Financial Planning or equivalent required.
• Proven track record in financial advice and business development.
• Excellent communication and relationship management skills.

Responsibilities

• Deliver holistic, independent advice to a portfolio of clients.
• Conduct in-depth financial reviews and create tailored planning strategies.
• Maintain and grow a loyal client base through referrals.

Skills

Communication

Relationship Management

Business Development

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Independent Financial Adviser Exeter and surrounding area

Employed Home-Based

A leading UK wealth management firm is looking to appoint an experienced Independent Financial Adviser to support clients across Exeter, Barnstaple and the surrounding area. The firm offers a home-based contract along with strong central support and a client-first approach.

Advisers are expected to attend in-person client meetings where appropriate.

Key Responsibilities

• Deliver holistic, independent advice to a portfolio of clients in the area

• Conduct in-depth financial reviews and create tailored planning strategies.

• Maintain and grow a loyal client base through referrals and business development.

• Keep clients and introducers informed of regulatory or product changes.

• Use digital tools to engage clients effectively and provide ongoing service.

What s on Offer

• Salary range £50k - £70k depending on experience + bonus and benefits

• Full admin, paraplanning, and compliance support.

• In-house platform and client journey systems.

• Strong brand reputation and marketing support.

• Opportunities for continued development and growth.

Requirements

• Level 4 Diploma in Regulated Financial Planning (or equivalent).

• Valid CF30 status.

• Proven track record in financial advice and business development.

• Excellent communication and relationship management skills.