Job Description
The Role:I am recruiting a Financial Adviser (Financial Planner, IFA) on behalf of Med-Ex Financial Advisory Services Ltd, a leading independent Financial Planning firm based in Uffculme, Devon (EX15, just 2 miles off the M5). This is an employed role and provides a fantastic opportunity for an experienced Financial Adviser (Financial Planner, IFA), to take full responsibility for managing an existing portfolio of clients, providing fully holistic, independent lifestyle financial planning. The Opportunity: The successful Financial Adviser (Financial Planner, IFA) will be ambitious, keen to progress and to make a significant contribution to the strategic direction of the firm, with the opportunity to take over leadership of the business as the Founder gradually transitions towards retirement (over the next 5 years). They will also be provided with the support required to become Chartered (if they are not already) benefitting from the guidance and 30+ years experience of the Founder and Director.
The Person: The successful Financial Adviser (Financial Planner, IFA) will be a warm relationship builder, who is used to delivering a highly personalised and fully holistic financial planning service. You will have strong technical knowledge in most aspects of financial planning (including retirement and pension planning, investments, tax and estate planning and protection) and will be responsible for analysing and addressing cl...