Financial Planner, Office Angels

Office Angels

Location:
United Kingdom, Exeter

Category:
Finance

Contract Type:
Not provided

Salary:

50000.00 - 60000.00 GBP / Year

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Job Description:

Professional and motivated Financial Planner to join a fantastic South West organisation. This is an exciting opportunity for a self-driven individual who thrives on helping clients make smart, profitable decisions to achieve their financial goals. You'll play a key role as a trusted advisor, managing a portfolio of clients and providing holistic guidance across investments, savings, and pensions.

Job Responsibility:

Review and evaluate client's financial documents including income, expenses, and liabilities
Provide tailored advice on pensions, insurance, and investment planning
Deliver annual review meetings and maintain long-term client relationships
Monitor client's needs and adjust plans as required
Present and promote financial products and services where appropriate
Collaborate closely with colleagues across the team
Keep up to date with regulations, market practices, and new financial products

Requirements:

Excellent communication and presentation skills
Strong attention to detail with the ability to think analytically
A proactive learner with excellent problem-solving abilities
Demonstrated experience building and maintaining client relationships
Chartered status preferred (essential for top band salary)

Nice to have:

Chartered status

What we offer:

Health insurance
Company pension scheme
Ongoing professional development and career growth opportunities
Structured support and sponsorship to achieve Chartered status

Additional Information:

Job Posted:
September 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Financial Planner