Senior Financial Planner | Path to Equity & Client Leadership

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

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.