Chartered Financial Planner — Grow Your Client Base

The Progress Shed; Taunton; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm is seeking a Chartered Financial Planner to join their expanding team in Taunton. The role involves supporting clients in accumulating life assets while managing and growing an existing client bank. Ideal candidates will either hold or be working towards their Chartered Status. The firm values a warm and welcoming atmosphere, promoting an approachable and harmonious work environment, making it an ideal place for enthusiastic financial planners to thrive.

Qualifications

• Chartered Status or working towards it is required.
• Ability to grow and manage a client bank.

Responsibilities

• Support clients in accumulating life assets.
• Contribute to the growth of the client bank.

Job description

A financial services firm is seeking a Chartered Financial Planner to join their expanding team in Taunton. The role involves supporting clients in accumulating life assets while managing and growing an existing client bank. Ideal candidates will either hold or be working towards their Chartered Status. The firm values a warm and welcoming atmosphere, promoting an approachable and harmonious work environment, making it an ideal place for enthusiastic financial planners to thrive.