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Permanent

Financial Planner - £40m Client Book Provided, to £75,000 + Bonus + Hybrid/Flexible Workin

Financial Divisions
Exeter
money-bag £70000 Annual
Posted: 11 June 2026 (Today)
Closing date: 11 July 2026
Ref: 3120677385

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development.Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning.This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition.Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this.You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training and Competence function to fully support you with ongoing ..... full job details .....

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