Chartered Financial Planner
Location : Exeter / Mid Devon
Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available
Salary: A£65,000 - A£100,000 per annum, DOE
Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further.
What's in it for you?
A portfolio of high-quality clients ready to engage with you
Strong referral streams from our internal network of professionals
Ongoing development and support to help you specialise further
A collaborative, people-first culture
Flexible and hybrid working options
The role:
Delivering practical, client-focused financial advice
Building lasting relationships and developing business via introducers
Presenting and networking with professionals
Reviewing existing arrangements and finding the best solutions for client goals
Preparing clear, plain-language recommendations
Staying at the forefront of technical and regulatory changes
What we're looking for
Chartered Financial Planner status
A genuine passion for understanding client goals and delivering clear, effective solutions
Strong relationship-building skills and commercial awareness
The benefits package includes:
25 days holiday + bank holidays
Hybrid/flexible working
Bonus and commission schemes
Pension contributions up to 6% (matched)
Private medical insurance options
Enhanced family leave policies
Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more)
for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on #
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