Honiton
Financial Advisor – Employed Role | Devon-Based | Existing Client Bank Provided
Are you a qualified Financial Advisor looking for a stable, professional environment with the rare opportunity to take over an existing client bank? We are offering an employed role within a well-established independent financial planning firm, serving clients across Devon.
This role offers a warm portfolio of clients from day one, allowing you to focus on what matters most: delivering high-quality financial advice and building trusted relationships.
The Opportunity:
You’ll step into a developed client bank, with the scale and support tailored to your experience and capability. Whether you’re an experienced adviser or still developing your advisory career, we’ll match you with a portfolio and compensation structure that sets you up for long-term success.
Key Responsibilities:
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Provide holistic face-to-face financial advice across investments, pensions, protection, and estate planning
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Take ownership of an existing book of clients, delivering ongoing reviews and advice
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Maintain the highest standards of compliance and client care
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Meet clients in-office and at locations across Devon as needed
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Collaborate closely with internal paraplanning and admin teams to ensure a seamless client experience
What We’re Looking For:
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Level 4 Diploma in Financial Planning (or equivalent)
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Proven experience in a client-facing financial advice role
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Excellent communication skills and a genuine passion for helping clients achieve their goals
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Professionalism, integrity, and a relationship-led approach to advice
What’s on Offer:
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Employed position with competitive salary and bonus, tailored to your experience
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Established client bank, scaled based on your level of seniority
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Full admin and paraplanning support to let you focus on client service
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Office-based role with regular client meetings throughout Devon
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Supportive, forward-thinking team with opportunities for ongoing development
If you’re ready to take on a high-quality client bank and grow your career within a respected and client-focused firm, we’d love to hear from you.