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HNW Wealth Planner

Key Job Features

Job Type: Permanent
Reference: TS/510
Location: Exeter
Salary: £80k - £100k
Salary (OTE): £120k - £140k


We are representing a national wealth management and financial planning firm with a prestigious brand and award-winning client service proposition.

Due to increased demand from existing and introduced clients, they have ambitions to enhance their geographical footprint in the South West by appointing a quality Senior Financial Planner with a demonstrable track record of winning new clients and developing long-standing, HNW client relationships.

Based at one of their flagship offices, the role involves working collaboratively as part of a wider team whilst also acting on your own initiative, setting and achieving personal goals and managing deadlines. A multi-faceted role, you will work with existing clients whilst also utilising your ability to self-generate leads and develop new business opportunities.

In return, our client will offer an above market remuneration package, including a highly attractive bonus structure reflecting onboarding of clients and ongoing service, as well as full back-office support.

If you are a dynamic and entrepreneurial Wealth Planner, with a loyal client following or possessing the ability to demonstrate how you can be an asset to the employer within the medium term, driven by providing a quality level of service with a business that puts the clients’ interests first, then please email your CV to  quoting TS/510 or call Tim Terrell (01761 252 538) for an initial discussion.

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