Chartered Financial Planner in Exeter

Job description

Chartered Financial Planner – £100,000 DOE – Exeter– Hybrid

I’m thrilled to be partnering with a leading chartered accountants and business advisory firm that is seeking an experienced Financial Planner based local to Exeter.

This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success. Renowned for its outstanding reputation and premium service, the firm specialises in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships.

Joining this market-leading firm offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.

Requirements:

• Chartered
• Experience of giving regulated advice and ideally CAS / SPS
• Be able to demonstrate strong client service skills
• Need to be passionate, proactive, and be able to self-motivate.

What’s on Offer:

• Attractive commission structure.
• Opportunities for professional development and career growth.
• Flexible and hybrid office working available.
• 25 days annual leave plus bank holidays.
• Death in service 3 x annual salary.
• Access to Rewards and Health scheme.
• 24-hour external Employee Assistance Programme helpline.
• Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
• Pension matched up to 6% after 4 years’ service.
• Enhanced Maternity and Paternity pay

If this opportunity aligns with your aspirations, or if you know someone who could be a good fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com

Chartered Financial Planner – £100,000 DOE – Exeter– Hybrid

Extra information

Status

Open

Education Level

Secondary School

Location

Exeter

Type of Contract

Part-time jobs

Published at

01-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English