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Taunton, Somerset
Financial planner
Chartered Financial Planner

Chartered Financial Planner

tPS Recruitment

Posted 19 days ago, valid for 5 days

Taunton, Somerset TA4 1BY, England

Full Time

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Sonic Summary

The position is for a Financial Planner/Advisor in Taunton with an existing client bank and support for growth.
Candidates should have a minimum of 3 years of experience in a Financial Advice business and must be qualified to level 4 CII Regulated Diploma in Financial Planning.
Ideally, applicants should possess Chartered Status or be working towards it, along with strong communication and organizational skills.
The role offers an annual salary that is dependent on experience and chartered status, along with benefits such as pension, PMI, and 25 days of holiday.
The firm promotes a harmonious work environment and provides full back office support for its financial planners.

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 environment. Outline of the Role

Take on existing review clients and maintain client relationships
Work with a dedicated team for client support and collaborate on the continuous development of advice and investment propositions
Offer support and guidance in investment planning, pension and insurance.

Financial Planner Requirements:

Qualified to level 4 CII Regulated Diploma in Financial Planning
Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations
Office based in Devon
Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills
Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
Experience in the financial advice process and a passion for collaboration and interaction with others

Benefits

Annual salary dependent on experience and chartered status
Pension and PMI
Free parking
25 days holiday plus Bank Holidays.
Full back office support

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