Recruit UK is working on an excellent opportunity for a Financial Adviser in Exeter to join a Financial Planning firm.

Our client is a leading force in UK wealth management and professional services. With a heritage built on trust, expertise, and client success, they are dedicated to helping individuals and businesses achieve their financial goals.

Within this role you will service existing clients whilst looking to expand your network further. We’re looking too speak with a motivated Financial Planner at director level who is seeking an opportunity in Devon. This role is pivotal in driving business forward, strengthening client relationships and supporting the growth of the firms financial planning services across the region.

Duties will include but not limited to:

Build and develop new client relationships through proactive business development.
Maintain accurate and up-to-date client files.
Plan, implement, and deliver against the annual Business Plan.
Work alongside the director/partner group to drive commercial growth.
Collaborate with Investment Management (IM) to strengthen client relationships.
Lead structured client meetings, ensuring accuracy and compliance in advice provided.

Benefits:

Competitive salary up to £120,000
PMI/ Life assurance/ Pension
Hybrid working model
Generous holiday allowance + option to purchase additional leave
Fully funded training towards further professional qualifications

Skills and experience required:

Level 4 qualified (minimum), ideally progressing towards Level 6.
Current and up-to-date Statement of Professional Standing (SPS).
Proven ability to develop and manage fee-based client relationships.
Strong understanding of financial planning practices and ability to communicate them clearly.
Excellent written and verbal communication skills.
Strong client service ethic and ability to prioritise under pressure.
Experience of working with matrimonial, vulnerable, or personal injury clients (advantageous).
Demonstrated success in developing new business and managing stakeholder relationships.

financial planner exeter jobs

Financial Adviser (Director) - £90k-£120k - South West