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Financial Advisor

Job Posted: 2 hours ago

Salary: £ Competitive
Job Type: Permanent
Location: Exeter, Devon

Expire in: a month

Job Description

Are you either a newly qualified or experienced Financial Advisor looking for a stable, long-term role with an established client base? We are seeking a dedicated and professional individual to join our team in Devon.

The Role

As a Financial Advisor, you will take over an existing portfolio of clients, providing high-quality financial advice across pensions, investments, protection, and wealth management. This is a permanent, full-time employed position, offering a fantastic opportunity to develop long-term relationships and grow the business further.

Key Responsibilities

  * Manage and nurture an established portfolio of clients.

  * Provide tailored financial advice to meet clients’ needs and objectives.

  * Conduct regular reviews and ensure compliance with industry regulations.

  * Identify opportunities for growth and referrals.

  * Work collaboratively with support staff and colleagues.

About You

  * Level 4 Diploma qualified (or working towards).

  * Experience as a Financial Advisor in a regulated environment.

  * Strong interpersonal and relationship management skills.

  * Ethical and client-focused approach.

  * Knowledge of current financial products and services.

What We Offer

  * A secure, employed position with a competitive salary and benefits.

  * An existing portfolio of clients to manage.

  * Ongoing professional development and career progression.

  * Supportive and collaborative work environment.

If you are a qualified Financial Advisor looking for a rewarding role with a strong client base in Devon, we would love to hear from you

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Financial Advisor job near me in Exeter, Devon! 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!