FINANCIAL PLANNER – EXETER
SIX FIGURE BASIC | UNCAPPED BONUS | DEVON & CORNWALL | HIGHLY FLEXIBLE WORKING
Opportunities of this calibre are rare. One of the UK’s leading wealth management businesses is looking for an experienced Financial Planner to take over an established portfolio of HNW clients across Devon and Cornwall, with a remuneration package that rewards both the quality of service you deliver to existing clients and the new business you generate alongside it.
This is a role where the foundations are already in place. You will inherit a quality client book, work alongside a dedicated Investment Manager in the Exeter office, and have the full backing of a paraplanning and administration team so your time is spent where it matters most – with your clients. The business is highly flexible on working pattern and is happy for the right person to be in the office one to two days per week, with the remainder of your time structured around your clients and your own working style.
Why this role stands out:
- A six figure basic salary – with no requirement to validate your salary through new business generation before bonus payments begin
- A percentage of the revenue from the existing client book you inherit, providing immediate and meaningful earnings from day one
- A percentage of new initial fee income you generate
- A further percentage of new ongoing recurring revenue you bring in – creating genuine long-term earning potential as your book grows
- New business comes naturally through referrals from the clients you take over and through working alongside the Investment Manager in the Exeter office, with full freedom to network externally and build your own professional connections
- Full paraplanning and administrative support, plus a comprehensive benefits package including an attractive employer pension contribution
The role:
- Inherit and manage an established portfolio of HNW private clients across Devon and Cornwall, delivering holistic financial planning advice across pensions, investments, retirement, IHT, and estate planning
- Develop the client book organically through client referrals, collaboration with the Investment Manager, and your own external network
- Deliver an outstanding ongoing client experience through regular reviews and proactive financial planning
- Based out of the Exeter office with a flexible working pattern – office presence of one to two days per week is ideal, with the remainder structured around you and your clients
What we are looking for:
- An experienced Financial Planner with a strong track record of advising HNW private clients
- Chartered status is desirable, candidates working towards Chartered or close to achieving it are also welcome to apply
- Comfortable managing an inherited client portfolio whilst proactively identifying new business opportunities
- Based in or within commutable distance of Exeter
This is a compelling opportunity with one of the most respected names in UK wealth management, offering a genuinely attractive package, real flexibility, and a clear platform to build a long-term career. If you are an experienced Financial Planner based in the Southwest and would like to find out more, I would love to hear from you.
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