Current Opportunities

The role:

We are looking to recruit an Independent Financial Adviser to join our busy and growing Financial Services team of nine within a larger accountancy practice. This role will cover both our Exeter Office overlooking the magnificent historic quayside and our Exmouth Office situated in a superb seafront location.

Your day to day responsibilities will include:

• Managing, servicing and reviewing existing clients.
• Advising new and existing clients on pensions, investments and protection.
• Dealing with day to day queries from the clients, providers and our sister company TJLLP Chartered Accountants.

There will also be the opportunity to take over an existing active client bank.

The Person:

It is expected that you will be Level 4 Diploma qualified.

You will currently be working in an advisory role in Financial Services.

You must have good attention to detail and be able to work independently.

You must be dynamic, with personality and good communication skills. These characteristics are essential as there will be significant client contact including client visits.

What we offer at Thompson Jenner Financial Services:

For this Independent Financial Adviser role we offer:

• An existing active client bank.
• A competitive bonus structure based on results and satisfactory KPI’s.

There are many other excellent benefits of working for Thompson Jenner Financial Services.

Our basics:

• Competitive salary
• A competitive bonus structure based on results and satisfactory KPI’s.
• Matched employer pension contributions up to 5%
• Minimum 22 days holiday + bank holidays, increasing with length of service.
• Paid training and development in our staff
• Flexible working requests always considered, and include a home working policy for part week

We also offer Social, Wellbeing and Life Events benefits (please refer to our Why Join Us? page).

Salary: This will be dependent upon qualifications and experience.