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Chartered Financial Planner
Job summary
A financial services firm in Exeter is seeking a Chartered Financial Planner to deliver client-focused financial advice and build lasting relationships. This role offers a competitive salary range of £65,000 - £100,000 per annum, flexible working options, and a strong support network. Ideal candidates will have a passion for understanding client goals and delivering clear, effective solutions, alongside strong relationship-building skills.
Benefits
Qualifications
- Chartered Financial Planner status required.
- Genuine passion for understanding client goals and delivering effective solutions.
- Strong relationship-building skills are essential.
Responsibilities
- Deliver practical, client-focused financial advice.
- Build lasting relationships and develop business via introducers.
- Prepare clear, plain-language recommendations.
Skills
Chartered Financial Planner | Location: Exeter / Mid Devon | Hours: Monday to Friday 36.25 hours per week; flexible and hybrid working options available | Salary: £65,000 - £100,000 per annum, DOE
- A portfolio of high-quality clients ready to engage with you
- Strong referral streams from our internal network of professionals
- Ongoing development and support to help you specialise further
- A collaborative, people-first culture
- Flexible and hybrid working options
- Delivering practical, client-focused financial advice
- Building lasting relationships and developing business via introducers
- Presenting and networking with professionals
- Reviewing existing arrangements and finding the best solutions for client goals
- Preparing clear, plain-language recommendations
- Staying at the forefront of technical and regulatory changes
- Chartered Financial Planner status
- A genuine passion for understanding client goals and delivering clear, effective solutions
- Strong relationship-building skills and commercial awareness
- 25 days holiday + bank holidays
- Hybrid/flexible working
- Bonus and commission schemes
- Pension contributions up to 6% (matched)
- Private medical insurance options
- Enhanced family leave policies
- Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more)
To apply for this position, please submit your CV via the Apply Now button or contact Shannon Bunch on (url removed).
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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