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- Annual Salary: £65k - £100k plus bonus
- Location: Exeter/Mid Devon
- Job Type: Full-time
Join a leading firm known for its comprehensive and integrated financial planning services. We cater to a diverse range of business and private clients and are now seeking a Chartered Financial Planner to enhance our team. This role is pivotal in servicing our existing client base and expanding new business through our robust network of accountants and business advisers.
If you are driven by the desire to meet clients, understand their goals, and provide strategic, impactful advice, this position is ideal for you.
Why Join?- Work with high-quality clients in a supportive and professional environment.
- Be part of a growing team with a strong regional presence.
- Leverage our well-established client base and strong internal referral network.
- Benefit from ongoing professional development and opportunities for further specialisation.
- Enjoy a friendly, collaborative, and flexible working culture with hybrid options.
- Deliver professional, client-focused financial planning advice to both new and existing clients.
- Develop business through introducers and network effectively, presenting to groups of professionals.
- Engage with clients to understand their objectives and agree on project fees.
- Conduct thorough research on existing arrangements and explore alternative solutions to meet client objectives.
- Prepare and explain suitability reports in clear, practical language.
- Assist clients with paperwork and applications, and conduct regular reviews.
- Maintain accurate records and ensure compliance with all relevant regulations.
- Play an active role in meeting business targets and contributing to the team's success.
- Level 6 CII Advanced Diploma in Financial Planning.
- Chartered Financial Planner status with the CII.
- A minimum of 5 years’ experience in financial services, with strong report writing skills.
- Experience in an IFA practice environment
- Familiarity with FE Analytics, and Intelligent Office is advantageous.
- Strong decision-making skills and the ability to influence and persuade.
- Proficiency in Microsoft Office Suite.
- Competitive salary range of £65k - £100k, plus a performance-related bonus.
- Flexible and hybrid working options.
- 25 days annual leave plus bank holidays.
- Annual salary review and bonus scheme.
- Pension contributions rising with service.
- Access to healthcare cashback scheme and private medical insurance.
- Enhanced maternity and paternity pay after one year’s service.
- Employee Assistance Programme and flexible benefits including cycle to work and charity giving options.
To apply for this Chartered Financial Planner position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in joining our team.
