FINANCIAL PLANNER – GROWTH ROLE
£SIX FIGURE BASIC | SIGNIFICANT BONUS POTENTIAL | EXETER | LEADING WEALTH MANAGER
If you are a Financial Planner who genuinely enjoys winning new business, someone who is energised by building relationships, opening doors, and growing a client base, then this role is one to take note of...
My client is one of the UK's most respected wealth management businesses are looking for a growth-focused Financial Planner to join their team. You will hit the ground running with a partial portfolio of existing HNW clients to build from, and then grow that book significantly through professional introducer relationships, internal referrals from Investment Managers, client events, seminars, webinars, and their own commercial initiative. The bonus structure reflects the ambition of the role rewarded strongly on new business and existing revenue, with significant earning potential for the right person.
The role:
- Building and managing a professional introducer network (solicitors, accountants, corporate advisers) generating a consistent pipeline of new HNW client opportunities
- Working closely with the Investment Management team to convert internal referrals and collaborate on joint client relationships
- Organising and hosting networking events, seminars, and webinars to raise profile and generate leads across the South West
- Growing introductions and referrals from your existing client base by delivering exceptional outcomes and asking for advocacy at the right moments
- Owning your new business plan, pipeline, and growth targets, with the support of a well-resourced distribution strategy behind you
- Delivering high-quality, compliant financial planning advice across the full range of client needs
What we're looking for:
- An experienced Financial Planner with a genuine hunger for business development and a track record of growing client books
- Well-connected in the professional introducer community - someone with existing relationships or the credibility and drive to build them quickly
- Level 4 qualified as a minimum. Chartered or advanced qualifications would be a real advantage
- Strong technical knowledge and the ability to deliver high-quality, compliant advice to HNW private clients
- Commercially minded, self-motivated, and comfortable managing your own activity and pipeline
What's on offer:
- Basic salary of up to £100,000 depending on experience (potentially could go higher for the right person)
- Significant performance bonuses rewarded heavily on new business generation but also will recieve bonus on existing revenue
- Full corporate benefits including pension, life assurance, income protection, and private medical insurance
- Flexible hybrid working with 1–2 days in the office per week
- The backing of a high-quality, well-resourced wealth management business with real scale behind it
The South West is a fantastic market for growing a high-quality financial planning book, the opportunity here is real, and so is the earning potential for someone prepared to go and get it.
If this sounds like the role you've been looking for and you would like to find out more, please apply or get in touch for further information.
Nigel James Associates
Connecting talent. Building success.