Financial Planner

An outstanding opportunity has arisen through Dani at Avocet Commercial Careers for an experienced Financial Planner to join a prestigious Chartered Financial Planning practice in Mid Devon.

This role offers the rare combination of an established client bank with excellent ongoing support.

About the Firm

Our client is a well-established Chartered Financial Planning practice with an impressive reputation for delivering transparent, holistic financial advice. They pride themselves on building lasting client relationships through clear communication and tailored solutions that genuinely help clients achieve their financial objectives.

About the Role

The role primarily involves managing and developing these established relationships while also handling a stream of new enquiries.

Based at their modern offices, you'll conduct client meetings both in-office and occasionally at clients' homes. This position offers excellent career progression as you'll be stepping into a portfolio previously managed by a senior adviser who is transitioning to an operational role.

Financial Planner Responsibilities

• Conduct comprehensive annual review meetings with an established client base
• Analyse clients' financial circumstances including income, expenditure, and liabilities
• Provide expert guidance on pensions, investments, protection, and broader financial planning
• Develop and maintain long-term client relationships built on trust and exceptional service
• Monitor and adjust financial plans according to changing client circumstances and market conditions
• Present appropriate financial solutions that align with clients' objectives and risk profile
• Collaborate effectively with the in-house paraplanning and administrative support team
• Maintain up-to-date knowledge of financial regulations, products, and best practices

Financial Planner Requirements

• CAS or Diploma qualified as minimum (support provided for progression to Chartered status)
• Proven experience in financial planning and wealth management
• Excellent relationship management skills with a focus on client retention
• Strong analytical abilities and attention to detail
• Outstanding communication and presentation skills
• Problem-solving mindset with genuine enthusiasm for continuous learning
• Ability to explain complex financial concepts in an accessible manner
• Preference for relationship building over pure sales orientation

Benefits

• Competitive salary between £45,000-£55,000 depending on experience
• Performance-related bonus structure
• Full administrative support
• 25 days annual holiday allowance plus bank holidays
• Plus much more!

The Ideal Candidate

The perfect candidate will be someone who genuinely values client relationships over transaction-focused advice. You'll combine technical expertise with exceptional interpersonal skills, enabling you to build trust and deliver advice that clients can easily understand and implement.

You'll appreciate the rare opportunity to inherit a "warm" client bank of well-serviced clients rather than having to build relationships from scratch or revive neglected accounts. While new business generation remains important, your primary focus will be on nurturing existing relationships and providing exceptional ongoing service.

For a confidential discussion about this excellent opportunity, please contact Dani at Avocet Commercial Careers.