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Mortgages/Wealth

Financial Planner

Wealth Management Firm

Location
Exeter · On-site
Salary
£50,000 - £70,000
Contract
Permanent
Sector
Financial Services

About the role

Financial Planner – Exeter

Salary: £50,000–£70,000 per annum Location: Ottery St Mary, near Exeter Job Type: Full-time, office-based

We’re recruiting for an experienced Financial Planner to join a growing financial services business.

Requirements:

Minimum 5 years’ financial planning experience.

Chartered status or working towards it.

Valid Statement of Professional Standing (SPS).

Strong knowledge of investments, pensions, retirement planning and tax.

Excellent client relationship and communication skills.

Benefits include: Competitive bonus scheme, birthday off, enhanced pension contributions, life assurance, health benefits and flexible working options.

Interested? Apply today and take the next step in your financial planning career.

Please include a covering letter with your application.