Financial Planner

Financial Planner – Cornwall & Devon Remote-Based | Truro Hub Up to £76,000  Bonus  Excellent Benefits A fantastic opportunity for an experienced Financial Planner to join a growing wealth management firm, inheriting a high-quality client bank while benefiting from significant new business opportunities across Cornwall and Devon. This home-based role offers an established portfolio of approximately 110 households and £45m AUM , allowing you to focus on delivering excellent financial planning advice and developing long-term client relationships.

What's on Offer? Up to £76,000 basic salary Client bank of 110 households and £45m AUM 3.5x validation target 70% recurring income from inherited clients during validation, reducing to 25% post-validation 45% on all new business written Full paraplanning and administration support Exclusive regional marketing exposure through a local radio partnership across Cornwall and Devon Remote working with occasional travel to Truro and client meetings

The Role Manage and develop an established portfolio of clients. Deliver holistic advice across pensions, investments, retirement and protection planning. Conduct regular client reviews and identify opportunities for additional business. Generate growth through referrals and professional introducer relationships. Maintain excellent client outcomes and regulatory standards. About You Level 4 Diploma in Financial Planning (minimum). CAS status and current SPS holder. Proven experience as a Financial Planner.

Strong relationship management and business development skills. Chartered status preferred, although Diploma-qualified advisers working towards Chartered will be considered. Benefits Competitive bonus structure Generous pension contribution Private medical insurance Life assurance and income protection 25 days holiday plus bank holidays Holiday buy and sell scheme Additional Christmas office closure days Employee Assistance Programme Study support and ongoing professional development Flexible benefits package This is an excellent opportunity to inherit a substantial client bank, maximise earnings through a highly attractive remuneration structure, and build a successful long-term career across the Cornwall and Devon market.