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Job description

A prominent national leader in private client advice is in search of an experienced Financial Planner to enhance their dynamic and forward-thinking team in Exeter.

Due to expansion, we are looking for a client-facing adviser to collaborate with the Investment Management and Marketing teams. The primary goal is to deliver a personalised and comprehensive financial planning service to both new and existing clients across the business. The role includes attending events, active involvement in local communities, and presenting the wealth proposition to potential clients and professional connections.

Ideal candidates will be aspiring to attain Chartered status if not already and, demonstrating a track record of providing quality fee-based advice holistically. Candidates should have experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, possessing strong regional links and networks.

This exceptional opportunity allows you to join a stable business, offering a highly innovative, tech-driven proposition. The role is well-suited for individuals seeking to be part of a supportive, collaborative, and client-centric leader, with the chance to leverage excellent HNW/UHNW relationships internally.

The company provides an attractive total reward package, including a competitive base salary, incentive scheme, Pension, Private Medical Insurance (PMI), and uncapped earning potential.

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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.