Senior Financial Planner - Wealth Management

About the Role

Join a highly reputable national wealth management firm in a period of exciting growth. We are looking for an experienced and technically proficient Financial Planner to join our expanding team in Exeter, offering a unique opportunity to elevate your career within a supportive and well-established professional environment.

Main Responsibilities

• Provide holistic financial planning and wealth management advice to a diverse private client base.
• Develop and grow your client portfolio through organic relationship building, professional introducers (lawyers, accountants), and internal referrals.
• Collaborate closely with internal stakeholders and external partners to ensure seamless service delivery.
• Work in tandem with investment managers to implement strategies that achieve optimal results for clients.
• Act as a trusted advisor, managing complex financial needs with high-quality technical expertise.

Candidate Profile

• Minimum of 5 years of experience in holistic financial planning.
• Must hold a Level 6 qualification (CII or equivalent); Chartered status or working towards it is highly desirable.
• Proven track record of developing strong, long-term client relationships.
• Strong technical knowledge in Pensions, Taxation, IHT, Trusts, and Protection.
• Mentoring or supporting junior team members is considered a significant advantage.

Required Skills

• Holistic Financial Planning
• Wealth Management & Investment Strategy
• Taxation & Inheritance Tax (IHT) Expertise
• Client Relationship Management (CRM)
• Technical Pension & Trust Knowledge

What We Offer

• Competitive base salary up to £85,000 plus an attractive bonus structure.
• Comprehensive benefits package.
• Robust internal support including dedicated Paraplanning and administrative teams.
• High-quality lead generation and established professional introducer networks.
• A collaborative, professional, and client-centric company culture.