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I'm currently partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner to join their office in Exeter.This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.Renowned for its reputation, the firm specialises in high-net-worth clients, with a strong emphasis on building long-term relationships. Joining this market-leading IFA 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:
- Minimum Diploma-qualified / Chartered desired
- 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:
- Hybrid/Flexi working
- Discretionary bonus + strong commission structure
- 25 days annual leave + bank holidays
- 6% pension contribution
- Well-being programme
- Death in service 4x gross salary
- Study support to Chartered
If this opportunity aligns with your aspirations-or if you know someone who could be a good fit-please reach out in confidence to
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
