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Senior Holistic Financial Planner | Private Clients

Job in Exeter, Devon, EX2, England, UK
Listing for: mbf.
Full Time position
Listed on 2026-07-18
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 85000 GBP Yearly GBP 85000.00 YEAR
Job Description & How to Apply Below

mbf. is seeking a hands-on Financial Planning professional to deliver holistic advice to private clients with a consultative approach and strong client relationships.

You will work with paraplanning and admin support to build a robust client base and deliver excellent outcomes. The role offers a basic salary up to £85,000, an attractive bonus structure, comprehensive benefits, and strong internal support including introducer relationships and high-quality leads.

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Position Requirements
10+ Years work experience
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