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Independent Financial Adviser - Clients Provided

Exeter

Our client is a leading firm in the centre of Exeter, they are renowned for their commitment to excellence and integrity across both Financial Planning & Accountancy services. With a strong track record of success and dedication our client provides personalised solutions to a diverse range of clients across the South West of England.

The Role: As an Independent Financial Adviser, you will play a pivotal role in providing comprehensive and unbiased advice to an existing book of clients. You will have the opportunity to work with a large client base and receive regular leads passed across to you from the inhouse accountancy partners, ensuring a steady stream of opportunities to grow your client book.

Key Responsibilities:

Provide holistic financial advice tailored to the unique needs and goals of each client.

Build and maintain strong relationships with clients, earning their trust and confidence.

Collaborate closely with in-house accountants to leverage their expertise and provide integrated solutions to clients.

Stay updated on industry trends, regulations, and best practices to ensure the highest level of service and compliance.

Requirements:

Minimum of 2 years' experience as a financial adviser, preferably in an independent capacity.

Demonstrated track record of success in building and managing client relationships.

Strong knowledge of financial products, investment strategies, and retirement planning.

Excellent communication, interpersonal, and problem-solving skills.

What’s on offer:

A dynamic and supportive work environment with opportunities for professional growth and development.

Competitive compensation package with performance-based incentives.

Access to a large client book and regular leads to support your business development efforts.

Collaboration with experienced in-house accountants to enhance client service and drive business growth.

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