Financial Advisor

Job DescriptionFinancial Planner | Plymouth / Hybrid | 90,000 basic salary + BonusI'm representing a leading independent financial planning and investment management group who are looking for an experienced Financial Planner to join their team in Plymouth. With a focus on quality advice and client outcomes, the role is ideal for a professional who values long-term relationship building, high standards of service, and ethical financial advice.Youll be supported by a collaborative, client-focused culture, and equipped with the tools, infrastructure, and team to help you grow professionally while delivering tailored financial solutions.The RoleThis is a client-facing position suited for a qualified Financial Planner who is confident in providing personalised advice across pensions, investments, and trust planning. You will manage client relationships with professionalism and care, while also helping to identify new business opportunities, especially through professional introducers such as accountants and solicitors.You will be expected to maintain high standards of conduct, integrity, and compliance, contributing to a culture that prioritises ethics, client outcomes, and professionalism.RequirementsLevel 4 qualification (DipPFS, DipFA, or CISI Level 4) essentialChartered status (or working towards) preferredMinimum 35 years experience delivering investment and pension adviceExperience with Intelligent Office (IO) is an advantageHighly organised, IT literate, and capable of managing workload independentlyStrong communication skills and business development capabilitiesSelf-driven with an entrepreneurial mindsetBenefits25 days holiday (plus 1 day per year of service, up to 30) + Bank HolidaysPrivate Medical Insurance (single cover; extendable at own cost)Income Protection (75% of salary after 3 months)Death in Service (4x salary)4% matched pension contributionCareer progression and flexible working optionsThis is an excellent opportunity for a financial planner seeking a flexible working environment, rewarding career path, and the autonomy to grow your client base while receiving ongoing support and development.Apply now - [email protected]

Created: 2025-07-06