Financial Planner jobs in United Kingdom
Independent Financial Adviser (IFA)
Exchange Street Claims ltd
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Exchange Street Claims ltd
Financial Planning Administrator 12 month FTC
Attivo Group
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Prestige Recruitment Group
Independent Financial Adviser: Autonomy & High‑Value Clients
Exchange Street Claims ltd
Financial Adviser — Hybrid/Remote, Structured Growth & Support
Exchange Street Claims ltd
Regional Lead Financial Planner | Autonomy & Growth
IDEX Consulting
Strategic Wealth Planner & Financial Adviser
Rapid Recruitment Services
Financial Adviser - Hybrid/Remote, Client-Driven Growth
Exchange Street Claims ltd
Financial Advisor
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.
- 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...
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.