Financial Advisor / IFA Exeter / North Devon

Posted 10 July by Cathedral Appointments Ltd Easy Apply

Financial Advisor

Currently recruiting for a Financial Advisor to join an established and professional Investment practice. As the Financial Advisor you will provide an excellent service to clients with regards to their Investment needs and pension arrangements.

They client will provided an established client bank that in both invesment and pension driven. But you will be part of the management team to drive forward the business.

You will need to be confident in seeking out new business opportunities and be comfortable in being client facing. You will have the support of an administration team in the office to help with your day to day administration needs.

This position would also be perfect for someone who is keen to progress into an IFA, there is full support for the right candidate. However, you must have previous industry experience.

Great earning potential and bonus structure that is centred around benefits for revenue achieved and growth of the business.


  • Relevant industry qualificationswith minimum of CII Level 4
  • Experience within an Independent Financial Practice
  • Excellent business acumen
  • Would consider someone who is keen to progress into an IFA position but industry experience is essential.
  • Good communication skills at all levels

Reference: 33874855

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