Chartered Financial Planner

  • Location

    Exeter, Devon

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Margaret Rendle

  • Contact email:

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Startdate:


  • Consultant:


Are you a financial planner with a Level 4 CII Diploma in Financial Planning and Level 6 CII Advanced Diploma in Financial Planning? Do you work for a IFA practice or an Accountancy practice and are looking to work for a major South West accountancy Practice who are rapidly growing? If so please call Mags to discuss this fantastic opportunity.

Summary of Position:

Reporting to the Head of Financial Planning, this is a senior role, working in a small but rapidly growing Chartered Financial Planning firm, based within a major South West Accountancy practice. The role will include servicing existing clients of the core accountancy practice, and also business development via internal business teams and external professional connections.

If you are able to deliver client focused, professional financial planning advice to new and existing clients, whilst also developing the business via internal and external introducers then this may be a position worth exploring?

A full job description is available.

Call Mags on 01392 423301 to discuss or please click on one of the "apply" buttons

Please note that due to a high level of applications, we can only respond immediately to applicants whose skills & qualifications are suitable for this position.

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.