Financial Advisor

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Senior Financial Planner - Exeter

I’m currently partnering with a leading independent financial advisory firm seeking an experienced Senior Financial Planner to join their Exeter office.

This firm offers a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.

Renowned for its reputation, the firm specialises in high-net-worth clients, emphasizing long-term relationship building. Joining this market-leading IFA presents exceptional earning potential and an opportunity to work with a highly respected team. They are looking for a driven professional with a proven track record in managing HNW clients and handling complex financial cases.

Requirements :

• Chartered or nearing completion of Chartered qualification.
• Experience providing regulated advice, ideally with CAS / SPS.
• Strong client service skills.
• Passionate, proactive, self-motivated.

What’s on Offer :

If this opportunity aligns with your aspirations—or if you know someone who could be a good fit—please reach out in confidence to [emailprotected].

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