Financial Planning Consultant

Cathedral Appointments Ltd; Taunton; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Financial Planning Consultant to manage a diverse client portfolio and deliver holistic financial advice. This role offers the chance to thrive in a supportive environment, focusing on investments, pensions, and trusts. Ideal candidates will have strong networking, presentation, and public speaking skills, and will be commercially focused. With a competitive salary and a hybrid working model, this position promises professional growth and the opportunity to make a meaningful impact. If you are ready to elevate your career in financial planning, this is the perfect opportunity for you.

Benefits

25+ days of holiday

Group pension scheme

Life assurance

Professional subscription payments

Discounts on cinema tickets

Access to health plans

Electric car schemes

Employee assistance program

Qualifications

• Experience in a fee-based environment with strong networking skills.
• Ability to achieve chartered status within 12-18 months.

Responsibilities

• Advise clients on financial planning across various areas.
• Manage client relationships and contribute to business growth.

Skills

Networking Skills

Presentation Skills

Public Speaking

Commercial Awareness

Education

Chartered Status (or working towards)

Tools

Intelligent Office (IO)

Job description

Financial Planning Consultant
Taunton
Competitive salary and a great range of benefits

We are seeking aFinancial Planning Consultantfor 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 of Financial Planning Consultant:

• 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.

The ideal Financial Planning Consultant:

• 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!

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: Joanne Caine

Ref: 10830