Financial Planner, The Role:I am recruiting a Financial Planner on behalf of Yellowtail, a leading Financial Planning firm based in beautiful offices in Exeter (EX1). The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with significant client facing experience, ready to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning.
The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and capable of analysing and addressing clients financial needs and goals. You will have strong technical knowledge in most aspects of financial planning (including tax-efficient investment planning, pensions and retirement planning, protection and estate planning) and will be responsible for developing comprehensive lifetime planning strategies and providing proactive and on-going advice to a diverse client base.The successful Financial Planner will be ambitious and aspirational, keen to take on responsibility and contribute to the growth of a progressive firm while being invested ...