Independent Financial Adviser – Employed Role, Exeter
Exeter | Competitive Salary | Comprehensive Benefits | Client Bank Provided
Are you an experienced Financial Adviser looking to join a firm that truly puts clients and staff at the heart of everything they do? This is a fantastic opportunity to join a highly respected, Chartered-aligned firm in Exeter, where you’ll benefit from an established client base, high-quality referrals, and full paraplanner and administrative support—so you can focus on what you do best: delivering expert financial advice.
Why Join Us?
- No need to bring a client bank – Benefit from regular referrals and a strong reputation.
- Client-Centric Approach – Work for a firm recognised for its ethical and professional standards.
- Office-Based for Best Team Integration – Thrive in a collaborative, supportive environment in Exeter City Centre.
- Comprehensive Support – Experienced paraplanners and administrators to streamline your workload.
- Attractive Salary & Benefits – Including a contributory pension scheme, generous holiday entitlement, flexible working practices, and private medical insurance (for you and your family).
The Role
As an Independent Financial Adviser, you will:
- Provide holistic financial planning, with a focus on pensions and estate planning.
- Deliver clear, client-focused advice that simplifies complex financial matters.
- Work with an existing client base and benefit from ongoing referrals—no need to bring your own clients.
- Occasionally meet clients at their homes (a full, clean driving license is required).
About You
We’re looking for a professional who:
- Holds the Diploma in Regulated Financial Planning
- Has a proven track record of advising and servicing clients.
- Possesses strong technical knowledge and the ability to communicate complex financial planning simply and effectively.
This is a rare opportunity to step into a well-established, highly ethical firm where you’ll be fully supported to succeed.
Apply now to take the next step in your financial planning career.