Wealth Advisor - Hybrid, Full Support & Growth

FM JOBS LIMITED; Barnstaple; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Hybrid working

Admin support

Paraplanning support

Professional development

Job summary

FM JOBS LIMITED is seeking an experienced Financial Advisor to join a thriving wealth management firm in Devon. You will build long-term client relationships and guide clients toward financial independence through tailored planning across pensions, investments, savings, and protection.

The role offers full back-office support, company-generated leads, and a flexible hybrid working arrangement. You will meet clients face-to-face and virtually, conduct reviews, and leverage CRM tools to deliver

Qualifications

• Essential: Diploma in Regulated Financial Planning (or FCA approved equivalent)
• Essential: Experience as a practicing Financial Advisor with proven client management skills
• Essential: Strong interpersonal and communication abilities

Responsibilities

• Deliver face-to-face and virtual client meetings
• Conduct comprehensive financial reviews and produce detailed reports
• Develop new business through networking, referrals, and company leads
• Maintain and grow client relationships through regular reviews
• Leverage digital tools and CRM systems to enhance client service

Skills

Client management

Interpersonal skills

Effective communication

Networking

CRM proficiency

Education

Diploma in Regulated Financial Planning (FCA approved)

Tools

Financial planning software

Microsoft Teams

Job description

FM JOBS LIMITED is seeking an experienced Financial Advisor to join a thriving wealth management firm in Devon. You will build long-term client relationships and guide clients toward financial independence through tailored planning across pensions, investments, savings, and protection.

The role offers full back-office support, company-generated leads, and a flexible hybrid working arrangement. You will meet clients face-to-face and virtually, conduct reviews, and leverage CRM tools to deliver