Financial Planner – Cornwall & Devon

Remote-Based | Truro Hub
Up to £76,000 + Bonus + Excellent Benefits

A fantastic opportunity for an experienced Financial Planner to join a growing wealth management firm, inheriting a high-quality client bank while benefiting from significant new business opportunities across Cornwall and Devon.

This home-based role offers an established portfolio of approximately 110 households and £45m AUM, allowing you to focus on delivering excellent financial planning advice and developing long-term client relationships.

What's on Offer?

Up to £76,000 basic salary
Client bank of 110 households and £45m AUM
3.5x validation target
70% recurring income from inherited clients during validation, reducing to 25% post-validation
45% on all new business written
Full paraplanning and administration support
Exclusive regional marketing exposure through a local radio partnership across Cornwall and Devon
Remote working with occasional travel to Truro and client meetings

The Role

Manage and develop an established portfolio of clients.
Deliver holistic advice across pensions, investments, retirement and protection planning.
Conduct regular client reviews and identify opportunities for additional business.
Generate growth through referrals and professional introducer relationships.
Maintain excellent client outcomes and regulatory standards.

About You

Level 4 Diploma in Financial Planning (minimum).
CAS status and current SPS holder.
Proven experience as a Financial Planner.
Strong relationship management and business development skills.
Chartered status preferred, although Diploma-qualified advisers working towards Chartered will be considered.

Benefits

Competitive bonus structure
Generous pension contribution
Private medical insurance
Life assurance and income protection
25 days holiday plus bank holidays
Holiday buy and sell scheme
Additional Christmas office closure days
Employee Assistance Programme
Study support and ongoing professional development
Flexible benefits package

This is an excellent opportunity to inherit a substantial client bank, maximise earnings through a highly attractive remuneration structure, and build a successful long-term career across the Cornwall and Devon market.

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