financial adviser Work, Jobs in exeter, dev (with Salaries)

Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
Newly Qualified Accountant - Corporate Finance
Old Mill —Exeter
- Hybrid work
- Annual leave
- Employee assistance programme
1d
Corporate Finance Associate
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
Team Leader - Financial Planning Support
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Customer Service - Senior Personal Banker
National Westminster Bank PLC —Exeter
- From £28,475 a year
- Full-time
- Customer service
- Organisational skills
- Communication skills
- Annual leave
Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
Quick apply
9d
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Paraplanner
Quilter —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
10d
Client Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
1d
Crisis and Resilience Caseworker
Citizens Advice —Exeter
- £26,643 - £29,914 a year
- Hybrid work
- Travel
- IT
- Negotiation
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
1d
Accounts Manager
Westcotts Chartered Accountants and Business Advisers —Axminster
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Leadership
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
MSK Physiotherapist
Bupa —Exeter
- Up to £45,000 a year
- Part-time
- Time management
- Gym membership
- Life insurance
Quick apply
2d
Tax Advisor – Rural Succession & Advisory
Evolution ABS —Wellington
- From £30,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Tax experience
- Free parking
- Profit sharing
Quick apply
4d

More jobs to discover

Find similar jobs that you might be interested in.

Newly Qualified Accountant - Corporate Finance
Old Mill —Exeter
Flexible Working – Hybrid working model with 3 days a week in the office, allowing for a great work-life balance.
1d
Corporate Finance Associate
Old Mill —Exeter
Flexible Working – Hybrid working model with 3 days a week in the office, allowing for a great work-life balance.
Quick apply

I want to receive the latest job alerts for financial adviser in exeter, dev

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Adviser

Partnership Recruitment
Ipplepen

Apply Now

Job details

Part-time | Full-time | Self-employed

Qualifications

Customer relationship management

Full job description

The opportunity

This is a self employed role.

This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team.

This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment.

You’ll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further.

What You’ll Receive

High-Earning Potential

60% adviser / 40% firm split
No reduction on firm-generated leads

Immediate Client Access

Inherit a portion of an established client bank (c.60 clients)
Ongoing servicing income from day one
Additional client opportunities from internal succession planning

Consistent Lead Flow

Referrals from mortgage and wealth teams
Strong cross-referral culture across the business

Full Administrative & Paraplanning Support

Dedicated support team (3 full-time + 1 part-time administrators)
On-site paraplanning
Allowing you to focus on advice, revenue generation and client relationships

Compliance & Supervision

Experienced internal supervisor support

Collaborative Culture

Modern, purpose-built office environment
Open-door, supportive leadership style
Established team of 7 advisers
Strong emphasis on work-life balance and team integration

How You’ll Work

Hybrid model with flexibility
Minimum one day per week in the office to maintain collaboration and team integration
Manage and grow a portfolio of clients
Deliver ongoing reviews, holistic advice, and new business development

Why Join?

This is a rare opportunity combining:

Immediate earnings via an existing client bank
Strong, transparent split
Robust support infrastructure
A genuinely positive and collaborative culture

What will you need to succeed?

What We’re Looking For

Essential:

Level 4 Diploma qualified (or equivalent) is essential
Current or recent experience as a Financial Adviser or
Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice)
Comfortable operating in a self-employed model
Strong interpersonal and client relationship skills
Professional, ethical and client-first mindset

Desirable:

Experience within a network model (experience with Openwork Partnership advantageous)
Ability to generate new business alongside servicing existing clients
Existing client relationships

Why us?

Ideal for advisers who want to maximise earnings without sacrificing support or environment.

M P Warren & Associates are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

Apply Now

Refine Your Search

financial adviser jobs in exeter, dev

Financial Adviser

Newly Qualified Accountant - Corporate Finance

Corporate Finance Associate

Team Leader - Financial Planning Support

Customer Service - Senior Personal Banker

Financial Services Trainee Paraplanner

Financial Planning Administrator

Paraplanner

Client Manager

Crisis and Resilience Caseworker

Assistant Manager

Accounts Manager

MSK Physiotherapist

Tax Advisor – Rural Succession & Advisory

More jobs to discover

I want to receive the latest job alerts for financial adviser in exeter, dev

Explore jobs in more locations

The opportunity

What will you need to succeed?

Why us?

Jobseeker tools

Employer Tools

Browse

Stay Connected