Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm
Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser , with the flexibility to work remotely or from one of their nationwide office locations.
This firm is renowned for its client-centric culture, strong values, and robust support infrastructure – allowing advisers to focus on delivering life-changing financial outcomes without the distractions of running a business solo.
Why Join This Wealth Management Firm?
Remote-first flexibility with access to office space if preferred
End-to-end in-house support – including Paraplanning, Admin, DIS, and Compliance
A client-first advice proposition grounded in integrity and trust
Consultative marketing and lead generation to support new business development
A collaborative culture with continuous learning and development opportunities
Cutting-edge tech including the XPlan POS system to streamline advice delivery
Role Overview – Employed Indepen...
Financial Advisor • Exeter, Devon, UK