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Financial Planner: Established Portfolio & Chartered Path
Job in
Exeter, Devon, EX2, England, UK
Listed on 2026-07-27
Listing for:
Capio Recruitment
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Analyst
Job Description & How to Apply Below
Capio Recruitment, partnering with a respected Financial Planning firm, seeks an experienced Financial Planner to manage an established client portfolio across Exeter, Plymouth, Tavistock and surrounding areas.
You'll deliver holistic financial planning across pensions and investments, build trusted client relationships, and work with paraplanners to maintain high standards while growing the client bank.
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