Financial Planner

Cathedral Appointments Ltd; Exeter; Hybrid; GBP 51,000 - 60,000; Full time

Job summary

A respected financial planning firm in Minehead is seeking a skilled Financial Planner to provide personalized financial advice and manage existing client portfolios. The role includes hybrid working conditions and a competitive salary of up to £60,000. Ideal candidates will have a Level 4 Diploma, strong communication skills, and a proven track record in financial planning. Benefits include comprehensive support, holiday, and professional development opportunities.

Benefits

Performance-related bonus

25 days holiday

Private medical insurance

Professional development funding

Qualifications

• Level 4 Diploma qualified (Chartered status advantageous – study support available).
• Proven track record in financial planning and client retention.
• Strong technical knowledge with a client-first approach.

Responsibilities

• Deliver personalised financial advice and annual review meetings.
• Manage and develop an existing portfolio of clients.
• Collaborate with dedicated admin and paraplanning support.

Skills

Client retention

Financial planning

Communication skills

Analytical skills

Education

Level 4 Diploma qualification

Job description

Up to £60k DOE | Hybrid Working | Minehead

An established and highly respected Chartered financial planning firm is seeking a skilled and personable Financial Planner to join their friendly and professional team in Minehead. The firm prides itself on delivering clear, unbiased, and holistic financial advice, building long-term relationships with clients based on trust, transparency, and expertise.

Role:

This is a superb opportunity for an experienced adviser or reviewer to step into an employed role, inheriting a warm and loyal client bank with a healthy pipeline of leads and growth opportunities. With assets under management of at least £30 million, the successful candidate will deliver exceptional service to existing clients while nurturing new relationships through referrals and professional connections.

Responsibilities of the Financial Planner include:

• Deliver personalised financial advice and annual review meetings, both in-office and at clients’ homes.
• Manage and develop an existing portfolio of clients while growing the client bank through referrals and professional networks.
• Provide holistic financial planning across pensions, investments, and protection, ensuring regulatory compliance and best practice.
• Collaborate closely with dedicated admin and paraplanning support to deliver a seamless client experience.

Requirements of the Financial Planner include:

• Level 4 Diploma qualified (Chartered status advantageous – study support available).
• Proven track record in financial planning, client retention, and relationship management.
• Strong technical knowledge, communication, and analytical skills with a client-first approach.
• Ambitious, self-motivated professional seeking long-term development within a Chartered environment.

Benefits:

• Competitive salary up to £60,000 DOE, plus performance-related bonus (indicative 25–35%).
• Full-time employed position with free parking and comprehensive admin/paraplanning support.
• 25 days’ holiday plus Christmas closure, standard pension contributions (3% employer / 5% employee), and private medical insurance after 6 months.
• Continued professional development including funding towards Chartered status.

This is an outstanding opportunity for a professional Financial Planner to join a Chartered firm with a warm client base, robust support, and genuine career progression. If you’re ready to take your advisory career to the next level, apply today to discuss this confidential opportunity further.

Note on Sponsorship:

We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.

Recruitment Consultant:

Jo Caine

Ref:

11055