Chartered Financial Planner

Chartered Financial Planner

Location : Exeter / Mid Devon

Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available

Salary: £65,000 - £100,000 per annum, DOE

Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who''ll help you grow even further.

What''s in it for you?

A portfolio of high-quality clients ready to engage with you

Strong referral streams from our internal network of professionals

Ongoing development and support to help you specialise further

A collaborative, people-first culture

Flexible and hybrid working options

The role:

Delivering practical, client-focused financial advice

Building lasting relationships and developing business via introducers

Presenting and networking with professionals

Reviewing existing arrangements and finding the best solutions for client goals

Preparing clear, plain-language recommendations

Staying at the forefront of technical and regulatory changes

What we''re looking for

Chartered Financial Planner status

A genuine passion for understanding client goals and delivering clear, effective solutions

Strong relationship-building skills and commercial awareness

The benefits package includes:

25 days holiday + bank holidays

Hybrid/flexible working

Bonus and commission schemes

Pension contributions up to 6% (matched)

Private medical insurance options

Enhanced family leave policies

Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more)

To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)