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Senior Financial Planner | Path to Equity & Client Leadership

Job in Exeter, Devon, EX2, England, UK
Listing for: Synchronicity Group
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A financial planning firm in Exeter is seeking an experienced Independent Financial Advisor (IFA) to join their team.

This role offers an opportunity to inherit clients from day one, with a focus on client relationship management. Candidates should have at least 3+ years of advising experience and a solid understanding of financial planning, especially trusts. The firm offers long-term career growth and the potential for equity, preferring onsite presence with flexibility for the right candidate.
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Position Requirements
10+ Years work experience
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