Job description
Are you an experienced Financial Adviser ready to take the next step in your career? A highly respected UK-wide wealth management and professional services firm, is seeking a driven and client-focused Financial Adviser to join their growing Exeter team.
This firm is built on trust, collaboration, and expert advice. With a people-first culture, they've become a go-to name in the industry- offering the perfect platform for ambitious planners who want to grow, lead, and make real impact.
What you'll be doing:
- Leading from the front-building new client relationships through proactive business development
- Partnering with Investment Managers to deliver a seamless client experience
- Playing a key role in commercial strategy and business growth
- Delivering high-quality, holistic financial advice to HNW clients
- Supporting and mentoring within the wider team
What we're looking for:
- Proven success in fee-based financial planning
- Strong business development track record
- Level 4 qualified (Level 6 preferred)
- Clear communicator with first-class relationship management skills
- Experience with vulnerable, matrimonial or PI clients? That's a bonus!
What's on offer:
- Competitive salary + bonus
- Hybrid/Flexi working
- Funded qualifications
- Generous holiday package
- A real opportunity to step into a leadership role and shape the future of financial planning in the region
If you're ready to make your mark with a forward-thinking firm where people and advice come first, get in touch today to find out more.
If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
