This website uses cookies to ensure you get the best experience.

Vicit and our selected partners use cookies and similar technologies (together “cookies”) that are necessary to present this website, and to ensure you get the best experience of it. If you consent to it, we will also use cookies for analytics purposes.

See our Cookie Policy to read more about the cookies we set.

You can withdraw and manage your consent at any time, by clicking “Manage cookies” at the bottom of each website page.

Select which cookies you accept

On this site, we always set cookies that are strictly necessary, meaning they are necessary for the site to function properly.

If you consent to it, we will also set other types of cookies. You can provide or withdraw your consent to the different types of cookies using the toggles below. You can change or withdraw your consent at any time, by clicking the link “Manage Cookies”, which is always available at the bottom of the site.

To learn more about what the different types of cookies do, how your data is used when they are set etc, see our Cookie Policy.

These cookies are necessary to make the site work properly, and are always set when you visit the site.

Vendors Teamtailor

These cookies collect information to help us understand how the site is being used.

Vendors Teamtailor
Vicit career site
Other Roles · Exeter · Hybrid

Advisor

Our Client
Our client is a well-established and forward-thinking wealth management firm that puts long-term client relationships at the heart of everything they do. Known for their personalised service and commitment to high standards, they provide expert financial advice across a range of areas, including investments, pensions, and estate planning. With a strong culture of collaboration, integrity, and continuous development, they offer a supportive environment where Advisors can truly thrive.

Role Description
This is an excellent opportunity for an experienced and driven financial Advisor to join a growing team within a values-led organisation. You’ll be responsible for managing a portfolio of clients, providing tailored financial planning solutions, and helping clients achieve their financial goals. This role offers a blend of autonomy, client interaction, and long-term career development in a supportive and professional setting.

Role Responsibilities

  • Deliver personalised, holistic financial advice in line with clients’ individual needs and circumstances

  • Build and nurture strong, long-term relationships with clients based on trust and transparency

  • Conduct thorough reviews to assess the ongoing suitability of clients' financial plans

  • Keep up to date with market developments, products, and regulatory changes

  • Collaborate with internal teams, including paraplanners and administrators, to ensure efficient and compliant service delivery

  • Contribute to the growth of the business through referrals and client development opportunities

Essential Skills and Experience

  • Previous experience in a client-facing financial advisory role

  • Excellent communication and relationship-building skills

  • A strong understanding of the financial planning process and regulatory environment

  • A proactive, ethical, and client-focused approach to advice and service

  • Ability to manage multiple client relationships with professionalism and care

Desirable Skills and Experience

  • Progress toward Chartered Financial Planner status

  • Experience with financial planning tools and CRM systems

  • A track record of generating new business through referrals or networking

  • Strong commercial awareness and ability to identify growth opportunities

 

Department
Other Roles
Locations
Exeter
Remote status
Hybrid
Employment type
Full-time
Picture of Katie-Mairi King
Contact Katie-Mairi King Talent Acquisition Manager
Other Roles · Exeter · Hybrid

Advisor

Loading application form