Chartered Financial Planner (1137)

Ref: 1137


Our client, a leading independent financial advisory firm based in Exeter. Are seeking to recruit a Chartered Financial Planner for their Exeter office. This position offers the opportunity to deliver financial planning advice to their clients who have a wide variety of needs. A strong and robust client bank will be provided.

Financial Planner Responsibilities and Requirements:

  • We are looking for an experienced Chartered Financial Planner
  • Advise and plan for clients for at least five years.
  • Have Chartered status with strong technical knowledge.
  • Actively operate in a holistic, goals-led role. Actively use cashflow forecasting tools.

Be confident with financial planning issues that come with higher levels of wealth, including all tax allowances. This will cover a wide variety of financial planning needs including Lifetime Allowance, Pension Annual Allowances and MPAA, Inheritance Tax NRB and RNRB, Business Taxation Reliefs, personal Income Tax allowances, Capital Gains, annual exemptions.


Company Benefits:

  • A competitive salary depending on experience and qualifications. All financial planners in the team are salaried and employed. Bonuses are paid annually, team wide and are not directly related to targets.
  • Attractive benefits including a company pension, income protection, laptop a mobile phone and business mileage.
  • 25 days annual leave excluding 8 days annual public holidays.
  • Central Exeter parking provided.


If you would like to find out more details about this role, apply today!

Recruitment Consultant: Joanne Howell

Ref: JH 8913