Job Title

Senior Financial Planner Up to 100,000 DOE Exeter Hybrid Im currently partnering with a leading independent financial advisory firm that is seeking an experienced Senior Financial Planner to join their office in Exeter. This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning. Renowned for its reputation, the firm specialises in high-net-worth clients, with a strong emphasis on building long-term relationships. Joining this market-leading IFA offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases. Requirements: Chartered or nearing completion of. Experience of giving regulated advice and ideally CAS / SPS Be able to demonstrate strong client service skills Need to be passionate, proactive, and be able to self-motivate. Whats on Offer: Hybrid/Flexi working Discretionary bonus strong commission structure 25 days annual leave bank holidays 6% pension contribution Wellbeing programme Death in service 4x gross salary Study support to Chartered If this opportunity aligns with your aspirationsor if you know someone who could be a good fitplease reach out in confidence to Samantha.durbridge@idexconsulting.com Senior Financial Planner Up to 100,000 DOE Exeter Hybrid