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Financial Planner, Exeter - large client base to take over

  • £60000 - £70000 per annum

  • Ref


  • Contact Name |James Woods

A fantastic opportunity has arisen for a Chartered (or close to Chartered) Financial Planner to take over a substantial, established client base within a very high quality, mid-sized, national advisory firm. Working from home, you will manage a client base of around 80 HNW private clients, mainly centered around the Exeter area, with significant recurring income attached. With the backing, and subsequent stability, of a larger group, whilst retaining a close knit, small company feel, the business is highly innovative, technology-driven and forward thinking. An exceptional opportunity within an exceptional business.


CONTACT US 0113 274 3000