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Permanent

Director of Financial Planning

Exeter
money-bag Negotiable
Posted 2 days ago

Social network you want to login/join with:Are you an experienced Financial Adviser ready to take the next step in your career? A highly respected UK-wide wealth management and professional services firm, is seeking a driven and client-focused Financial Adviser to join their growing Exeter team.

This firm is built on trust, collaboration, and expert advice. With a people-first culture, they''ve become a go-to name in the industry- offering the perfect platform for ambitious planners who want to grow, lead, and make real impact.

What you''ll be doing:Leading from the front-building new client relationships through proactive business developmentPartnering with Investment Managers to deliver a seamless client experiencePlaying a key role in commercial strategy and business growthDelivering high-quality, holistic financial advice to HNW clientsSupporting and mentoring within the wider teamWhat we''re looking for:Proven success in fee-based financial planningClear communicator with first-class relationship management skillsExperience with vulnerable, matrimonial or PI clients? That''s a bonus!What''s on offer:Competitive salary + bonusHybrid/Flexi workingFunded qualificationsGenerous holiday packageA real opportunity to step into a leadership role and shape the future of financial planning in the regionIf you''re ready to make your mark with a forward-thinking firm where people and advice come ..... full job details .....

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