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Financial Planning Consultant

Financial Planning Consultant

Cathedral AppointmentsTaunton, England, United Kingdom
2 days ago
Job type
  • Full-time
Job description

Financial Planning Consultant

Somerset / Bristol

Competitive salary and a great range of benefits

We are seeking a Financial Planning Consultant for a thriving firm with offices across the South West. This role focuses on managing a diverse portfolio of clients and providing holistic financial advice across investments, pensions, protection, and trusts.

The Role :

  • Advise clients holistically across all financial planning areas.
  • Manage and develop client relationships with support from Paraplanners and Sales Administrators.
  • Foster relationships with professional connections to bring on new clients.
  • Contribute to business growth through networking and relationship-building.

What We're Looking For :

  • Commercially focused with experience in a fee-based environment.
  • Chartered status or the ability to achieve it within 12-18 months.
  • Strong networking skills to develop business opportunities.
  • Presentation and public speaking skills.
  • Experience using Intelligent Office (IO) and paperless systems.

    • What's on Offer :

  • Competitive salary with annual reviews.
  • Hybrid working model.
  • 25+ days of holiday, with options to buy / sell leave.
  • Group pension scheme and life assurance.
  • Professional subscription payments.
  • Discounts on cinema tickets, gyms, and more.
  • Access to health plans, electric car schemes, and an employee assistance program.

    • This is an excellent opportunity for a professional financial planning professional who is eager to develop their career in financial planning with the support of a forward-thinking and inclusive team. Ideal candidates may be chartered or working towards achieving chartered status and ideally located around Taunton, North Somerset and Bristol.

    If you are ready to take the next step in your career, apply today to join a business where your expertise will thrive and your contribution will make a difference!

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