Financial Planner

Financial Planner - Cornwall & Devon

Remote-Based Truro Hub Up to £76,000 + Bonus + Excellent Benefits

A fantastic opportunity for an experienced Financial Planner to join a growing wealth management firm, inheriting a high-quality client bank while benefiting from significant new business opportunities across Cornwall and Devon.

This home-based role offers an established portfolio of approximately 110 households and £45m AUM , allowing you to focus on delivering excellent financial planning advice and developing long-term client relationships.

What's on Offer?

• Up to £76,000 basic salary

• Client bank of 110 households and £45m AUM

• 3.5x validation target

• 70% recurring income from inherited clients during validation, reducing to 25% post-validation

• 45% on all new business written

• Full paraplanning and administration support

• Exclusive regional marketing exposure through a local radio partnership across Cornwall and Devon

• Remote working with occasional travel to Truro and client meetings The Role

• Manage and develop an established portfolio of clients.

• Deliver holistic advice across pensions, investments, retirement and protection planning.

• Conduct regular client reviews and identify opportunities for additional business.

• Generate growth through referrals and professional introducer relationships.

• Maintain excellent client outcomes and regulatory standards.

About You

• Level 4 Diploma in Financial Planning (minimum).

• CAS status and current SPS holder.

• Proven experience as a Financial Planner.

• Strong relationship management and business development skills.

• Chartered status preferred, although Diploma-qualified advisers working towards Chartered will be considered.

Benefits

• Competitive bonus structure

• Generous pension contribution

• Private medical insurance

• Life assurance and income protection

• 25 days holiday plus bank holidays

• Holiday buy and sell scheme

• Additional Christmas office closure days

• Employee Assistance Programme

• Study support and ongoing professional development

• Flexible benefits package This is an excellent opportunity to inherit a substantial client bank, maximise earnings through a highly attractive remuneration structure, and build a successful long-term career across the Cornwall and Devon market.