Financial Planning Director - Exeter - £85k-£110k

Role: Financial Planning Director

Location: Exeter

Salary: £110,000 + Bonus

Ref: 16420

Are you an established Financial Planner considering your next move?

We are working closely with a Financial Planning lead fully integrated Wealth Manager which is looking for a Director Level Financial Planner to join their team in Exeter.

Following multiple successful mergers over the past 5 years, this company has developed an excellent client proposition and solidified its position as one of the leaders within the profession.

With existing clients to inherit, an established network of professional partners, and a large team of internal Investment Managers through which to engage with new clients you will have a strong foundation to develop a book of clients.

To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and client events.

They offer starting salaries up to £110,000 + full benefits package and competitive bonus. As a company, they put a big emphasis on professional development and will help you further develop your skills as an adviser, whilst offering different routes to progress depending on your desired career path.

Their ideal candidate will be an established Financial Planner who has demonstrated their ability to develop a professional network, alongside managing a portfolio of private clients.

If you want to align yourself with one of the leading industry names and work for a company that will reward your long-term commitment, then please get in touch to arrange an initial call.

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