Chartered Financial Planner

Jo (Mrs H) at Avocet Commercial Careers has discovered a game-changing opportunity for a Chartered Financial Planner with a prestigious accounting firm in Exeter. Here''s your chance to escape the mundane and join a firm where your expertise truly matters - where you''ll craft bespoke financial strategies that genuinely transform lives, backed by a powerhouse internal network that makes business development actually enjoyable! About the Client Our client is a well-established accounting firm with a strong regional presence, offering comprehensive and integrated financial planning services to a diverse portfolio of high-quality business and private clients. They pride themselves on their collaborative culture, ongoing professional development support, and commitment to helping their team specialise and grow. With flexible working options and a well-established internal referral network of accountants and business advisers, this firm provides the perfect environment for career advancement. About the Role This is a fantastic opportunity to join a growing financial planning team where you''ll play a key role in servicing an established client base while developing new business through strong internal networks. The role offers excellent variety, from one-to-one client consultations to networking with professional groups, all supported by a friendly and collaborative team environment. Chartered Financial Planner Responsibilities Deliver professional, client-focused financial ..... full job details .....