Senior Financial Planner – Inherit HNW Book, Flexible Exeter

Company: Nigel James Associates Ltd
Apply for the Senior Financial Planner – Inherit HNW Book, Flexible Exeter
Location: Exeter
Job Description:

Nigel James Associates Ltd is seeking an experienced Financial Planner to take over an established HNW portfolio across Devon and Cornwall. You will work with an Investment Manager and paraplanning support, delivering holistic financial planning and personal service to high-net-worth clients.

The role offers a six-figure basic salary with uncapped bonus and highly flexible working, including one to two days in the Exeter office and the remainder aligned to client needs.

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Posted: October 12th, 2026