Financial Planning Consultant

Cathedral Appointments Ltd; Taunton; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading financial firm in Taunton is seeking a Financial Planning Consultant to manage a diverse portfolio of clients. The role involves providing holistic financial advice across various areas and contributing to business growth through strong client relationships and networking. Ideal candidates are commercially focused and may already be working towards chartered status. This is an excellent opportunity to develop your career in a supportive team environment.

Benefits

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

Qualifications

• Commercially focused experience in a fee-based environment.
• Strong networking skills to develop business opportunities.
• Experience in managing diverse client portfolios.

Responsibilities

• Advise clients holistically across all financial planning areas.
• Manage and develop client relationships.
• Contribute to business growth through networking.

Skills

Networking

Presentation

Public speaking

Client relationship management

Education

Chartered status or ability to achieve it within 12-18 months

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