Financial Adviser

Financial Advisor - Exeter, South West England

Ref: 1767Monday 27 January 2025

up to £60,000

Join a Leading IFA Firm: Empower Your Career as a Financial Adviser

 

Are you a talented Financial Adviser with a portfolio of loyal clients? Are you looking for a firm that offers the support, resources, and opportunities to take your client relationships—and your career—to the next level? If so, this is your chance to join a highly regarded IFA firm that is committed to your success.

 

The Opportunity

This is more than just a job; it’s a partnership. Bring your transferable clients to a firm that prioritises value-driven client care and provides the infrastructure to help you build lasting success. With access to comprehensive back-office support, innovative marketing initiatives, and a pipeline of high-quality leads, you can focus on delivering bespoke financial planning solutions while expanding your portfolio.

 

What is on Offer

Exceptional Earnings Potential: Competitive basic salary £50,000 -  £60,000 and uncapped bonus structure, with a clear pathway to high earnings.

Comprehensive Support: Full paraplanning and administrative assistance, freeing you to focus on client relationships and growth.

Targeted Marketing: Benefit from tailored marketing campaigns designed to enhance your personal brand and attract new clients.

Lead Generation: Access to a steady stream of pre-qualified leads to complement your existing client base.

Existing clients to take on and develop as well as future retirment buy out option. 

 

What We’re Looking For

Level 4 Diploma in Financial Planning (or equivalent) is essential; Chartered status is a bonus.

A demonstrable track record of success as a Financial Adviser, with a transferable client bank.

A client-focused approach with excellent interpersonal and communication skills.

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