Financial Advisor

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

Chartered Financial Planner

• Financial Planner / Advisor Taunton
• Exisiting client bank and support to grow client bank
• Chartered Status or working towards

Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going e...