Chartered Financial Planner

Chartered Financial Planner



Location : Exeter / Mid Devon



Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available



Salary: £65,000 - £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- 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)



To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)