Chartered Financial Planner

Jo (Mrs H) at Avocet Commercial Careers has discovered a game-changing opportunity for a Chartered Financial Planner with a prestigious accounting firm in Exeter.

Here's your chance to escape the mundane and join a firm where your expertise truly matters - where you'll craft bespoke financial strategies that genuinely transform lives, backed by a powerhouse internal network that makes business development actually enjoyable!

About the Client

Our client is a well-established accounting firm with a strong regional presence, offering comprehensive and integrated financial planning services to a diverse portfolio of high-quality business and private clients. They pride themselves on their collaborative culture, ongoing professional development support, and commitment to helping their team specialise and grow. With flexible working options and a well-established internal referral network of accountants and business advisers, this firm provides the perfect environment for career advancement.

About the Role

This is a fantastic opportunity to join a growing financial planning team where you'll play a key role in servicing an established client base while developing new business through strong internal networks. The role offers excellent variety, from one-to-one client consultations to networking with professional groups, all supported by a friendly and collaborative team environment.

Chartered Financial Planner Responsibilities

• Deliver professional, client-focused financial planning advice to new and existing clients
• Build relationships and develop business through introducers and professional networks
• Network and present to groups of professionals to generate new opportunities
• Research existing arrangements and evaluate alternative solutions to achieve client objectives
• Prepare detailed suitability reports and explain recommendations in plain, practical language
• Support clients with required paperwork and applications throughout the process
• Conduct regular reviews for existing clients to maintain ongoing relationships
• Stay current with relevant products, legislation, and technical changes
• Maintain Statement of Professional Standing (SPS) and CPD requirements
• Ensure all work complies with FCA rules and firm compliance procedures
• Play an active role in meeting business targets and contributing to team success

Chartered Financial Planner Requirements:

Essential:

• Level 6 CII Advanced Diploma in Financial Planning
• CII Chartered Financial Planner status
• Current Competent Adviser Status
• Minimum 5 years' relevant experience in financial services
• Proven suitability report writing skills
• Commercially minded with pragmatic approach
• Confident decision-maker who can influence and persuade
• Competent in Microsoft Word, Excel, and Outlook
• Ability to travel across Devon

Desirable:

• SOLLA Accreditation
• Experience working in an IFA practice environment
• Familiarity with FE Analytics and Intelligent Office

Benefits:

• £65,000 - £100,000 DOE
• 36.25 hours/5 days per week with hybrid options available
• 25 days annual leave plus bank holidays
• Healthcare cashback scheme and 24-hour Employee Assistance Programme
• 3% rising to 4% (matched up to 6%) after 4 years' service
• Buy and Sell holiday, Cycle to Work, Payroll Charity Giving, and Private Medical Insurance options
• Plus much more!

The Ideal Candidate

You're an experienced Chartered Financial Planner who thrives on building meaningful client relationships and delivering advice that genuinely transforms financial outcomes. You're commercially astute, confident in your decision-making, and passionate about professional development. With your strong technical expertise and excellent communication skills, you're ready to join a collaborative team where your contributions will drive both client satisfaction and business growth. You value flexibility in your working arrangements and are excited by the opportunity to leverage established referral networks while building your own professional reputation.

If you are interested in this role or simply fancy a chat about it, contact Jo (Mrs H) at Avocet Commercial Careers.