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Senior Financial Planner - Client

Job in Exeter, Devon, EX2, England, UK
Listing for: mbf
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 51000 - 85000 GBP Yearly GBP 51000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Planner - Grow Your Client Base )

mbf in Exeter is seeking an experienced Financial Planner to deliver holistic advice to a broad client base within a supportive environment. The role offers a clear path to build your client bank without needing an existing book of business.

You will work collaboratively with paraplanning and admin teams to ensure client outcomes are aligned with best practices. A strong technical background across pensions, tax planning and trusts is essential.

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Position Requirements
10+ Years work experience
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