EXETER
Financial Planner – Chartered | South West (Exeter / Mid Devon / Somerset)
£65,000 – £100,000 + Bonus + Benefits
Are you a Chartered Financial Planner looking to inherit a strong client bank and join a firm with real professional credibility?
I’m partnered with a highly respected professional services organisation who are seeking an experienced adviser to take over an existing book of c.100 clients, worth around £30m AUM.
Why this role?
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Warm client bank: Step into an established portfolio with scope for growth.
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Professional network: Work closely with in-house accountants and leverage strong links with local firms.
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Balance: Blend client servicing with business development – no “hard sales” culture.
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Reputation: Join a multi-office firm with deep roots across the South West.
What you’ll need:
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Chartered Financial Planner status (Advanced Diploma as a minimum).
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Track record managing complex client needs and building trusted relationships.
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Strong interpersonal skills, with the credibility to work alongside accountants and professional partners.
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Location within reach of Exeter / Mid Devon / Somerset (commuting across offices as required).
The package:
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£65k–£100k base salary, depending on experience.
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Performance bonus tied to both commercial and professional metrics.
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Supportive, professional environment with genuine long-term career prospects.
If you’re ready for your next step in financial planning with a firm that values quality and professional standards, I’d love to speak with you. Apply today or get in touch for a confidential chat.