Are you CAS and seeking an opportunity in Devon? My client is looking for a Planner to join the business to replace a retiring Advisor.

The role is situated in North Devon and comes with a client bank of established clients.
The successful individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations.
The ideal candidate will work remotely and be based in the Devon area, with the ability to travel.


Additional benefits:

• 28 days holiday, plus bank holidays
• Flexible hybrid working
• Birthday day off
• Income protection for up to 5 years
• MediCash online discounts and cashback plus 24-hour access to a GP
• 4x salary death in service
• 5% matched pension contributions
• Access to the Radiant Academy (to support future career aspirations)
• Competitive bonus scheme

If you hold CAS and interested in discussing this opportunity, please apply for more details

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.