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Inherit –AUM: Independent Financial Planner

Job in Exeter, Devon, EX2, England, UK
Listing for: Financial Divisions
Contract position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Inherit £30–£40m AUM: Independent Financial Planner

Financial Divisions in Exeter is seeking a Financial Planner to inherit an established client bank of £30m - £40m AUM from a retiring adviser. You will deliver holistic financial planning advice while benefiting from excellent support technology and a flexible hybrid working environment.

The role involves building long-term client relationships and comes with a strong commitment to professional development, including study support towards Chartered status. An attractive benefits package includes 26 days holiday, private medical insurance, and a flexible working culture.

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