Senior Financial Planner

mbf.; Devon and Torbay; On-site; GBP 70,000 - 110,000; Full time

Job summary

A respected regional accountancy firm seeks a Chartered Financial Planner in Exeter. This role involves managing a client portfolio of circa £30M AUM, delivering top-notch financial advice, and growing your client bank. The ideal candidate will have at least 4 years of experience and must possess a Chartered Financial Planner status or be working towards it. Excellent salary and benefits are offered, providing a secure, high-quality career with the opportunity to develop new business.

Benefits

Bonus scheme

Professional development support

Excellent additional company benefits

Qualifications

• Minimum 4 years experience in a similar position.
• Proven track record with HNW and UHNW clients.
• Comfortable working autonomously and growing client base.

Responsibilities

• Provide bespoke financial planning advice to clients.
• Build relationships with clients and introducers.
• Prepare and present comprehensive financial plans.
• Ensure compliance with FCA regulations.
• Stay updated on legislative changes.

Skills

Client relationship building

Financial planning advice

Compliance knowledge

Autonomous working

Education

Chartered Financial Planner status

Job description

Overview

We're recruiting on behalf of a highly respected, award-winning regional accountancy and financial planning organisation looking to appoint a Chartered Financial Planner to join their growing team. Based out of their Exeter office with travel across the region, you'll have full autonomy to manage your diary while delivering first-class financial planning to a loyal, high-quality client base.

The Opportunity

• Service a client portfolio of circa £30M AUM across HNW and UHNW clients
• Deliver an exceptional client experience while also having the opportunity to take on additional leads and grow your own client bank
• Join a well-established, professional team with a strong reputation and a friendly, collaborative culture
• Full back office administrative paraplanning and compliance support

Key Responsibilities

• Provide bespoke financial planning advice to new and existing clients
• Build strong relationships with clients and introducers, supporting new business development where appropriate
• Prepare and present comprehensive financial plans in clear, practical language
• Ensure ongoing compliance with FCA regulations and company procedures
• Stay up to date with legislative changes, products, and best practice

About You

• Chartered Financial Planner status or working towards
• Minimum 4 years experience within a similar position
• Proven track record of delivering outstanding client service and managing HNW/UHNW clients
• Commercially minded with excellent relationship-building skills
• Comfortable working autonomously with the drive to grow your client base

Salary & Benefits

• £70,000 - £110,000 basic salary (DOE & qualifications)
• Bonus scheme, professional development support and opportunities to progress
• Excellent additional company benefits

This is a fantastic opportunity for a talented Financial Planner seeking both security in a high-quality client bank and the freedom to develop new business.