Financial Planning Specialist

3 days ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Full time
Financial Advisor Opportunity

We are seeking a skilled Financial Advisor to join our team in Devon. As a Financial Advisor, you will inherit an existing client bank and focus on delivering high-quality financial planning services.

About the Role

As a Financial Advisor, you will be responsible for:

  • Providing financial planning services to clients in the Devon area
  • Building and maintaining strong relationships with clients
  • Working closely with our back office team to ensure seamless client service
  • Identifying and writing new business opportunities
Requirements

To be successful in this role, you will need:

  • Experience in financial planning or a support role looking to step up to advice
  • Good experience within the financial planning industry
  • Full Diploma qualification in financial planning
  • Enthusiasm for your profession and a commitment to delivering excellent client service
About Us

We are a growing IFA firm led by highly respected names in the financial services industry. We are committed to creating an inclusive culture and goal-based financial planning for our clients. We offer a friendly team environment, excellent employee wellbeing programmes, and a competitive salary package.

As a Financial Advisor with our company, you can expect:

  • Salary up to £60,000 depending on experience with an uncapped OTE
  • Uncapped bonuses
  • Company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges
  • Excellent ongoing employee wellbeing programmes
Location

This role is based in Devon, with some face-to-face client meetings and visits to our office.



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