Director of Financial Planning

Job description Are you an experienced Financial Adviser ready to take the next step in your career? A highly respected UK-wide wealth management and professional services firm is seeking a driven and client‑focused Financial Adviser to join their growing Exeter team. This firm is built on trust, collaboration, and expert advice. With a people‑first culture, they've become a go‑to name in the industry—offering the perfect platform for ambitious planners who want to grow, lead, and make real impact. What you'll be doing: Leading from the front-building new client relationships through proactive business development Partnering with Investment Managers to deliver a seamless client experience Playing a key role in commercial strategy and business growth Delivering high-quality, holistic financial advice to HNW clients Supporting and mentoring within the wider team What we're looking for: Proven success in fee-based financial planning Strong business development track record Level 4 qualified (Level 6 preferred) Clear communicator with first-class relationship management skills Experience with vulnerable, matrimonial or PI clients? That's a bonus! What's on offer: Competitive salary + bonus Hybrid / Flexi working Funded qualifications Generous holiday package A real opportunity to step into a leadership role and shape the future of financial planning in the region If you're ready to make your mark with a forward-thinking firm where people and advice come first, #J-18808-Ljbffr