An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protect…
Financial Planner – £40m Client Book Provided, to £75,000 Bonus Hybrid/Flexible, Plymouth
Financial Divisions · Plymouth, South West England
hybrid
mid
education
£70,000–£75,000
Apply through theHRkey →
excel
Posted 5 Jun 2026 · ref 96278