Financial Advisor - Clients provided
We are currently working with a highly regarded, international financial services group with a strong and growing presence in the UK wealth management market. The firm manages substantial assets globally, with billions under management and has built an excellent reputation for providing high-quality, client-centric financial planning and investment advice.In the UK, they continue to invest heavily in expanding their footprint, with a particular focus on strengthening their presence across the South West. As part of this growth, they are now looking to appoint an experienced Financial Planner to join their developing team in Exeter.This is an excellent opportunity for a technically strong and client-focused adviser looking to take the next step in their career within a well-established and supportive environment.Importantly, there is no requirement to bring an existing client bank, making this an ideal move for planners who want to focus on delivering high-quality advice while building relationships organically.The RoleThis is a hands-on Financial Planning position where you will deliver holistic advice to a broad client base, working collaboratively with both internal stakeholders and external introducers.Key responsibilities include:Providing expert financial planning and wealth management advice to private clientsBuilding and developing a client bank through referrals, professional introducers (e.g. solicitors, accountants), and internal relationshipsWorking closely with ..... full job details .....
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