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Chartered Financial Planner
Job Posted: 17 days ago
Salary: £ 65,000 - 100,000 / Annum
Job Type: Permanent
Location: Exeter
Expire in: 11 days
Job Description
Chartered Financial Planner
Location : Exeter / Mid Devon
Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available
Salary: £65,000 - £100,000 per annum, DOE
Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further.
What's in it for you?
A portfolio of high-quality clients ready to engage with you
Strong referral streams from our internal network of professionals
Ongoing development and support to help you specialise further
A collaborative, people-first culture
Flexible and hybrid working options
The role:
Delivering practical, client-focused financial advice
Building lasting relationships and developing business via introducers
Presenting and networking with professionals
Reviewing existing arrangements and finding the best solutions for client goals
Preparing clear, plain-language recommendations
Staying at the forefront of technical and regulatory changes
What we're looking for
Chartered Financial Planner status
A genuine passion for understanding client goals and delivering clear, effective solutions
Strong relationship-building skills and commercial awareness
The benefits package includes:
25 days holiday + bank holidays
Hybrid/flexible working
Bonus and commission schemes
Pension contributions up to 6% (matched)
Private medical insurance options
Enhanced family leave policies
Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more)
To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)Before You Apply
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- National Insurance number.
- Date of birth.
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Looking for your next career move? Join a top company hiring Chartered Financial Planner job near me in Exeter! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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