I am currently collaborating with a boutique independent financial advisory firm in search of an experienced Financial Advisor to join their team in Devon. The firm offers a full suite of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.
This presents a fantastic opportunity to work within a small, dynamic firm where your input is valued, and you can make a significant impact. The ideal candidate will bring an established client base and have the ability to take on new clients as well.
Requirements:
* Diploma-qualified - preference to Chartered
* Experience of giving regulated advice and ideally CAS / SPS
* Be able to demonstrate strong client service skills
* Need to be passionate, proactive, and be able to self-motivate
What's on Offer:
* Remote/Flexi working
* Discretionary bonus + strong commission structure
* 25 days annual leave + bank holidays
* 6% pension contribution
* Well-being programme
* Death in service 4x gross salary
* Study support to Chartered
If this opportunity aligns with your aspirations or if you know someone who could be a good fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com.
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