Financial Planning Specialist

1 month ago


Exeter, Devon, United Kingdom Prydis Full time
Job Description

Prydis is seeking a highly skilled Financial Planning Specialist to deliver high-quality, independent financial planning services to clients in Exeter and beyond. The successful candidate will be responsible for developing professional connections, particularly in retirement planning, Inheritance Tax mitigation, Equity Release, and specialist pension planning using SSAS or SIPP vehicles.

The ideal candidate will have extensive experience in financial planning, with a strong focus on pension planning and corporate/personal financial planning. They will be proficient in MS Office and possess excellent communication skills.

We offer a competitive package, including an OTE in excess of £70,000, with uncapped earnings. As a Prydis employee, you will receive administrative support via a fair use policy and team assistance.

Key Responsibilities:
  • Develop professional connections and generate new business from high-quality advice
  • Maintain current client records on our back office system
Requirements:
  • Extensive experience in financial planning, particularly in pension planning
  • Strong knowledge of corporate and personal financial planning
  • Proficiency in MS Office
Benefits:
  • Competitive package with OTE in excess of £70,000
  • Uncapped earnings
  • Administrative support via a fair use policy and team assistance


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