Employed Financial Advisor
Heat Recruitment
Date: 20 hours ago
City: Honiton, England
Contract type: Full time
Financial Advisor – Employed Role | Devon-Based | Existing Client Bank Provided
Are you a qualified Financial Advisor looking for a stable, professional environment with the rare opportunity to take over an existing client bank? We are offering an employed role within a well-established independent financial planning firm, serving clients across Devon.
This role offers a warm portfolio of clients from day one, allowing you to focus on what matters most: delivering high-quality financial advice and building trusted relationships.
The Opportunity
You’ll step into a developed client bank, with the scale and support tailored to your experience and capability. Whether you’re an experienced adviser or still developing your advisory career, we’ll match you with a portfolio and compensation structure that sets you up for long-term success.
Key Responsibilities
Are you a qualified Financial Advisor looking for a stable, professional environment with the rare opportunity to take over an existing client bank? We are offering an employed role within a well-established independent financial planning firm, serving clients across Devon.
This role offers a warm portfolio of clients from day one, allowing you to focus on what matters most: delivering high-quality financial advice and building trusted relationships.
The Opportunity
You’ll step into a developed client bank, with the scale and support tailored to your experience and capability. Whether you’re an experienced adviser or still developing your advisory career, we’ll match you with a portfolio and compensation structure that sets you up for long-term success.
Key Responsibilities
- Provide holistic face-to-face financial advice across investments, pensions, protection, and estate planning
- Take ownership of an existing book of clients, delivering ongoing reviews and advice
- Maintain the highest standards of compliance and client care
- Meet clients in-office and at locations across Devon as needed
- Collaborate closely with internal paraplanning and admin teams to ensure a seamless client experience
- Level 4 Diploma in Financial Planning (or equivalent)
- Proven experience in a client-facing financial advice role
- Excellent communication skills and a genuine passion for helping clients achieve their goals
- Professionalism, integrity, and a relationship-led approach to advice
- Employed position with competitive salary and bonus, tailored to your experience
- Established client bank, scaled based on your level of seniority
- Full admin and paraplanning support to let you focus on client service
- Office-based role with regular client meetings throughout Devon
- Supportive, forward-thinking team with opportunities for ongoing development
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