Financial Planner - Plymouth

Salary: £40,000 - £50,000 + 40% New Business Bonus

Our client is seeking an experienced Financial Adviser who is looking to reduce their workload whilst maintaining excellent earning potential. This is an opportunity to join their growing team in Plymouth and focus purely on providing exceptional financial advice.

The Opportunity

Our client is seeking an experienced Financial Planner to join their established practice in Plymouth. This employed position offers the perfect opportunity for a seasoned adviser to step back from the administrative burden and concentrate on delivering outstanding client service and growing new business relationships.

What We Offer

Financial Package:

• Competitive salary: £40,000 - £50,000 (dependent on experience)
• Validation target: £25,000 annually
• Generous bonus structure: 40% commission on all new business

Full Business Support:

• All compliance management handled in-house
• Comprehensive paraplanning support
• Complete administrative support
• Marketing and lead generation provided
• Existing client bank available for transition from MD
• Office-based role with full operational support
• In-house DFM Investment offering

The Role

This position is ideal for an experienced Financial Adviser who wants to:

• Focus purely on client-facing activities with business develpoment leads taken care of. 
• Work within a supportive team environment
• Reduce operational workload whilst maintaining income potential
• Build relationships with pre-qualified prospects
• Take on existing clients from our Managing Director who is transitioning to a more operational role

What We're Looking For

• Experienced Financial Adviser with established track record
• Strong client relationship management skills
• Proven ability to convert prospects into clients
• Desire to work collaboratively within a team
• Commitment to delivering exceptional client service
• Relevant qualifications (Level 4 Diploma in Financial Planning or equivalent)

Why Choose Them?

Their Managing Director has built a successful practice and is now looking to step back from day-to-day client management to focus on strategic business development. This creates a unique opportunity for the right candidate to inherit established client relationships whilst benefiting from comprehensive back-office support.

The successful candidate will join a team where their expertise is valued, their workload is manageable, and their earning potential remains strong through the generous new business bonus structure.