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Financial Planner

2 months ago

Exeter, Devon, United Kingdom mbf Full time £50,000

Financial Adviser

**About the Role**

mbf are working with a successful, fully Independent Financial Planning organisation to recruit an experienced Financial Adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon & Somerset regions.

**Key Responsibilities**

* Provide holistic financial advice tailored to the unique needs and goals of each client.
* Take over a substantial book of clients with a region of £30M AUM.
* Build and manage client relationships, leveraging a demonstrated track record of success.
* Develop and implement investment strategies and retirement planning solutions.

**What We Offer**

* A dynamic and supportive work environment with opportunities for professional growth and development.
* A basic salary of circa £50,000, with performance-based bonuses.

**Requirements**

* Minimum of 2 years' experience as a financial adviser, preferably in an independent capacity.
* Strong knowledge of financial products, investment strategies, and retirement planning.