Employed Financial Adviser

Employed Financial Adviser - Devon
Established Client Bank | Competitive Salary + Bonus | Full Support Provided

The Role:
Are you a qualified Financial Adviser looking for stability, quality clients, and a supportive working environment? This is a rare opportunity to join a well-established, independent financial planning firm in Devon in an employed role, where you’ll inherit a loyal portfolio of clients from day one.

This is about more than just taking over a client bank—it’s about joining a business that values long-term relationships, ethical advice, and giving advisers the tools to thrive.

What You Can Expect:

• Step into an existing book of clients tailored to your experience

• Deliver face-to-face financial planning covering pensions, investments, protection, and estate planning

• Build ongoing relationships through regular client reviews and needs-based advice

• Collaborate with in-house paraplanners and administrators for full back-office support

• Meet clients both in the office and across the Devon region

What You’ll Need:

• Diploma in Financial Planning (Level 4 or equivalent)

• Experience in a regulated financial advice role

• Strong interpersonal and communication skills

• A client-first, relationship-led approach with a focus on quality outcomes

• Ability to manage and grow a portfolio through trusted advice and service

What’s on Offer:

• Employed role with a competitive salary and bonus scheme

• Warm, existing client portfolio scaled to your level of seniority

• Dedicated paraplanning and admin support

• Office-based with regular regional client travel

• Ongoing development opportunities in a forward-thinking, values-driven firm

Ready to Take the Next Step?
If you’re looking for a long-term home where you can focus on quality advice, not chasing leads, we’d love to speak with you. Apply now for a confidential discussion.