Experienced Financial Planner

5 days ago


Exeter, United Kingdom Synchronicity Group Full time

We are working with a highly successful Financial Services/Financial Planning company who are looking to recruit an experienced Financial Planner to join their Exeter office. They are looking to pass over a sizeable book of clients alongside, leads and referralsfrom the Tax Partners which will supply ample business opportunity. You will also be provided with full admin and paraplanning support.

Our client has great reputation as an employer in the area and one of the top professional practices in the region. They offer a family feel working environment and forward thinking business as a whole.

They are completely open on salary for the right person and offer an attractive bonus & benefits package. Flexible working arrangement will be provided with a mixture of working from home as well as being based in the office.

If you are interested in finding out more please get in touch or send your CV through apply.


  • Financial Planner

    7 months ago


    Exeter, United Kingdom The Oakfield Group Full time

    **Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...


  • Exeter, United Kingdom Cathedral Appointments Ltd Full time

    25 days annual leave plus 8 bank holidays - Possibility for Hybrid working - Salary employed and annual team bonuses Our client, a leading independent financial advisory firm based in Exeter. Are seeking to recruit a Chartered Financial Planner for their Exeter office. This position offers the opportunity to deliver financial planning advice to their...


  • Exeter, United Kingdom Pinstripe Personnel Full time

    **Independent Financial Adviser** **Exeter** **£55,000+ Clients + Bonuses = OT £85,000+** An award winning Wealth Planning firm is looking to appoint an experienced IFA. The role has arisen due to the firm's expansion and is based in the Exeter area. You will be giving holistic Independent Financial Advice to the firm's new and existing clients. In...

  • Financial Planner

    5 days ago


    Exeter, United Kingdom Cathedral Appointments Ltd Full time

    **Base Salary from £70k-£100k plus bonus and an excellent benefits package** Our client, who is one of the UK’s leading independent providers of wealth management in the UK is seeking a **Financial Planner** to join their growing team. This role is hybrid, working out of offices in Exeter, Plymouth, or Truro. **Financial Planner responsibilities...

  • Financial Planner

    1 week ago


    Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

    Financial Planner Opportunity in TivertonAre you a skilled financial advisor looking to expand your career with a reputable professional services firm? We have an exciting opportunity for a Financial Planner to join our team in Tiverton.We offer a competitive salary of up to £55,000 depending on experience, as well as opportunities for career growth and...


  • Exeter, United Kingdom mbf. Full time

    **Financial Planner - Exeter - National Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and Bonus** MBF are currently working with a prestigious National Investment Management Organisation who are looking to hire an experienced Financial Planner to manage and grow a HNW client book The company: - With...


  • Exeter, United Kingdom Hawk 3 Talent Solutions Full time

    **Job Title: Chartered Financial Planner** **Job Type: Permanent** **Location: Weston Super Mare or Plymouth** **Hours of work: 9.00am - 5.00pm Monday to Friday, with one-hour lunch** **Salary: £30-75k negotiable depending on skills and experience** Hawk 3 Talent Solutions are looking for an experienced Chartered Financial Planner to join their...


  • Exeter, United Kingdom Attivo Group Full time

    **Chartered Financial Planner - Devon & Cornwall region** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest...

  • Financial Planner

    24 hours ago


    Exeter, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning are recruiting for one of our most prestigious AR firms, one of the biggest Asset Management firms in the UK - and we are looking for a dedicated individual to join the team, who will offer tailored financial planning advice, focusingon pensions and investments. **The Role** As a Financial Adviser, you will be working closely...

  • Financial Planner

    1 week ago


    Exeter, United Kingdom Francis Clark LLP Full time

    **In a nutshell**:With dedicated support teams, an unparalleled brand reputation within the South West, the focus of this role is to help support existing and new clients with the provision of holistic lifetime financial planning.**: **What you'll be doing day to day**: - Provide clients with bespoke, expert financial advice and deliver client excellence;...

  • Financial Planner

    2 days ago


    Exeter, United Kingdom Capio Recruitment Full time

    **Job Title: Financial Planner** **Salary: £60,000 - £80,000** **Location: Exeter** Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand that money is just one element to wealth management industry. They have multiple...

  • Financial Planner

    2 weeks ago


    Exeter, United Kingdom eFinancial Careers Full time

    **Summary** Due to expansion, Quilter Private Client Advisers is currently looking for employed Financial Planners to join our dynamic and forward-thinking team. With dedicated support teams who are committed to enhancing our clients’ experiences, a highly regardedbrand and marketing capability together with an advice process that our clients trust. The...


  • Exeter, United Kingdom Shipman Financial Planning Ltd Full time

    _Financial Services Administrator _ **About us** **Company description** As a business we are growing rapidly through growth and acquisitions meaning we are creating new and exciting opportunities. Our expertise lie in advising clients who want a personal and unbiased financial planning process enabling their objectives to come to life. We always aim to...


  • Exeter, Devon, United Kingdom Future Gen Recruitment Full time

    Fulfilling Career AspirationsOur esteemed client, Future Gen Recruitment, is looking for a skilled Planner or Senior Planner to join their vibrant team. This role offers a unique chance to engage in various projects, covering Commercial Development, Education, Heritage, Mixed-Use Developments, and Strategic Development. You will be part of a dynamic team,...


  • Exeter, Devon, United Kingdom RGB Recruitment Ltd Full time

    Job Overview: We are seeking an Experienced Town Planner to join our team in Exeter. The successful candidate will have excellent knowledge of local authority policy requirements and good relationships with local authorities and planning consultants.Key Responsibilities:Progressing and managing the planning process directly or via consultantsProviding Town...

  • Planner

    24 hours ago


    Exeter, United Kingdom Eclipse Recruitment UK Full time

    ** PLANNER** We are working with a well-established consultancy who are looking for an experienced Planner to work in their successful Utilities division working with a number of national clients across the country. This opportunity would be well-suited to a Planner with experience in P6, NEC type contracts and the relevant sectors would be...


  • Exeter, Devon, United Kingdom IDEX Consulting Ltd Full time

    Job OverviewIDEX Consulting Ltd is seeking a highly experienced Training and Competency Oversight Specialist to join our Supervision and Competency Oversight team.Key Responsibilities:Provide regulatory supervision over our financial planning population and their adherence to our Training and Competency scheme and control environment.Support new and existing...

  • Planner

    7 months ago


    Exeter, United Kingdom Walker & Sloan Full time

    DOE - Exeter **Planner, Principal Contractor**: Are you an experienced Planner looking for a new and exciting opportunity? Look no further! Walker & Sloan Recruitment Agency is currently hiring for a Planner role with a leading Principal Contractor based in Exeter. With a competitive salary DOE and an amazing package that includes industry-leading holiday...


  • Exeter, United Kingdom Synchronicity Group Full time

    We are working with a leading regional Accountancy Practice who are looking to expand their office in Exeter due to great success. They are looking to bring on experienced Financial Planners who can utilise the leads coming in from the Tax Partners, workclosely with them and use professional introducers to build business and help bring the company forward....

  • Planner

    7 days ago


    Exeter, United Kingdom RGB Recruitment Full time

    **Planner - Devon** An opportunity has arisen for a planner to join a leading principal contractor to work alongside an experienced team on a permanent basis. As the Planner, you will be responsible for providing project planning support for all aspects of the designated business stream activities from pre-tender to final account stage. This will involve you...