Financial Planning Professional

7 days ago


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

Financial Adviser Wanted for Independent Planning Organisation

**About the Role**

We are seeking an experienced Financial Adviser to join our client's team at a successful, fully independent financial planning organisation. The ideal candidate will have a minimum of 2 years' experience in the industry, preferably in an independent capacity.

**Key Responsibilities**

* Provide holistic financial advice tailored to the unique needs and goals of each client
* Manage a substantial book of clients with a client bank in the region of £30M AUM
* Build and maintain strong relationships with clients
* Stay up-to-date with financial products, investment strategies, and retirement planning

**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

**About Our Client**

Our client is an established business with a fantastic reputation, providing financial solutions to clients across the Devon & Somerset regions. They are now seeking to recruit a Financial Adviser to take over a substantial book of clients, allowing the Managing Director to focus on growing the business.



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