High Net Worth Financial Planner

6 days ago


Ottery St Mary, Devon, United Kingdom Cathedral Appointments Ltd Full time

Salary up to £65,000 + OTE | Hybrid / Flexible Working | Exeter Outskirts

Are you a seasoned Financial Advisor looking for a new challenge? Cathedral Appointments Ltd is seeking a highly experienced professional to join our team on a full-time permanent basis.

About the Role:
  • Provide personalized financial advice to high net worth individuals
  • Conduct comprehensive financial analysis to develop tailored recommendations
  • Monitor and review client portfolios to ensure optimal performance

You will have a minimum of 5 years' experience as a Financial Advisor with CII Level 4/LIBF qualifications or higher. Your experience working with HNW UK private clients and a successful track record of delivering financial planning and investment management services are essential.

Why Choose Us:
  • Competitive Salary
  • Hybrid / Flexible working arrangements
  • Access to a Discretionary health cash plan
  • Life assurance scheme (3x annual salary)
  • Employee assistance programme
  • Employee discount
  • Free onsite parking
  • Store discount
  • Your birthday as a day off
  • Group Income Protection scheme
  • Enhanced pension contributions


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