5 financial adviser jobs found in Exeter

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

IFA Administrator Location: Either Plymouth, Exeter or Weston-super-mare (Hybrid - 2 days home / 3 days office) Hours: Full Time Department: Administration & Adviser Support An exciting opportunity has arisen for an experienced IFA Administrator / Business Manager to join a growing financial planning team based in Bath. This role plays a central part in supporting advisers and paraplanners to deliver high-quality advice and exceptional service to clients. The Business Manager acts as the primary coordination point between advisers, paraplanners and clients-managing client reviews, handling sensitive information, processing new business and ensuring all administrative activity is completed accurately and efficiently. This position requires previous experience in IFA administration along with strong working knowledge of Intelliflo (IO) . Key Responsibilities Client Review Preparation Identify clients due for review using IO tasks. Contact clients to...

Trainee Financial Planner - £40m Client Bank Provided Salary £42k + Excellent Bonus + Hybrid/Flexible Working Location: Exeter An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners. Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank of approximately £40m AUM, acquired from a retiring adviser. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career. The firm provides holistic advice across pensions,...

Position: Remote Paraplanner Salary: Up to £40,000 + benefits We are partnering with an award-winning, national independent financial planning firm to recruit an additional Paraplanner. Our client is highly regarded within the financial services industry for their commitment to excellence, innovation and delivering tailored advice to clients across the UK. Location This is a fully remote role, offering the flexibility to work from anywhere in the UK, with occasional office visits as required. Role Overview As a Paraplanner, you will play a key role in supporting Financial Advisors by producing high-quality reports, carrying out detailed research, and providing technical expertise to ensure clients receive exceptional financial advice. Key Responsibilities Work closely with Advisors to produce clear, accurate, and compliant client reports Conduct in-depth research on financial products, investment options, and regulatory updates Provide technical support and...

Paraplanner (Open to nearly qualified) Salary: £35,000 - £40,000 (DOE) Location: Remote with Ad-Hoc Office Visits Employment Type: Full-Time We're looking for an enthusiastic and detail-driven Paraplanner to support our growing team and provide high-quality technical support to advisers. It's a fantastic opportunity to gain real exposure, get involved in a wide variety of work, and progress your career - whether you're already experienced or developing as a Paraplanner . The role offers excellent flexibility: Fully remote considered, with occasional ad-hoc visits The Opportunity You'll join a team that values development, collaboration and technical excellence. With ongoing training, mentoring and CPD support, this role provides a clear pathway towards Level 6 if you're looking to advance your paraplanning career. Day-to-Day Responsibilities Deliver high-standard administrative and paraplanning support to advisers Ensure all work complies with FCA...