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Financial Consultant Wealth Management

Senior Financial Planner & Wealth Strategy Lead

Job in Exeter, Devon, EX2, England, UK
Listing for: Raymond James UK
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
A respected wealth management firm in Exeter is seeking an experienced Financial Planner to join their growing team. The role involves delivering high-quality financial planning, building client relationships, and mentoring team members. Candidates should have at least 5 years of experience and a Level 6 CII qualification. This is an excellent opportunity to contribute to a collaborative culture focused on client success and integrity.
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Position Requirements
10+ Years work experience
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