Financial Planning Consultant

Albert Goodman; Taunton; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading firm in financial services seeks a Financial Planning Consultant to join their Taunton office. This role involves managing client relationships, providing comprehensive financial advice, and developing business networks. The successful candidate will receive support from a dedicated team, plus a competitive benefits package.

Benefits

25 days holiday plus buy/sell option

Annual salary review

Payment of professional subscriptions

Life assurance with health app access

Volunteering day

Cinema society discounts

GymFlex discounts

Bupa health plans available

Electric car and cycle scheme

Qualifications

• Experience in a fee-based environment.
• Ability to manage client portfolios effectively.
• Skills in building relationships with introducers and professional connections.

Responsibilities

• Manage a portfolio of clients and provide holistic financial advice.
• Develop strong relationships with accountancy Partners and professional connections.
• Utilize a team of Paraplanners and Sales Support Administrators to enhance service delivery.

Skills

Commercial focus

Networking

Presentation skills

Public speaking skills

Education

Chartered status or achievable within 12-18 months

Tools

Intelligent Office (IO)

Job description

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Recruitment Coordinator at Albert Goodman LLP

The role

We’re looking for a Consultant to join our Financial Planning team, to be based in our Taunton office and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.

The position will be supported by a team of Paraplanners and Sales Support Administrators, enabling you to focus on the advice process. Alongside this, we’d look for you to develop strong relationships with our accountancy Partners and other professional connections, in order for new clients to be brought on board.

What we need from you

• A commercial focus, with experience in a fee based environment and working amongst professional connections
• Chartered status or status achievable within 12-18 months and thereafter the attainment of additional specialist qualifications
• A love of networking in order to develop the business and team
• Professionalism, and ideally experience of building relationships with introducers both inside and outside of a firm
• Presentation and public speaking skills
• Experience of using Intelligent Office (IO) client database/back office and paperless office systems
• The ability to deal with e-commerce and paperless technology

What we can give you in return

We offer a fantastic place to work with a competitive and flexible benefits package. This includes:

• A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
• An annual salary review
• Payment of any professional subscriptions relevant to your role
• Life assurance, which includes access to a smart health app
• An employee assistance programme for you and your family
• One volunteering day per year
• Cinema society discounts
• GymFlex discounts
• Bupa health and cash plans available
• Electric car and cycle to work schemes

About AG

Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.

We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.

Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders.

Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, and offer an environment where candidates and colleagues feel valued. We ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.

What sets us apart

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.

We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.

We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023.

We were named the Best Companies number one accountancy firm to work for in the UK in 2022, as well as a “World Class Place to Work” in 2024.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Accounting and Financial Services

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