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For Companies At a Glance
- Tasks: Help clients achieve their financial goals through planning and cashflow modelling.
- Company: Join a growing advisory firm that prioritises genuine financial planning.
- Benefits: Competitive salary, bonuses, private medical insurance, and 28 days holiday.
- Other info: Flexible locations with opportunities for growth and development.
- Why this job: Make a real impact on clients' futures while enjoying strong support and resources.
- Qualifications: Level 4 Diploma in Financial Planning and experience in client-focused advice.
The predicted salary is between 70000 - 90000 £ per year.
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients.
As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future.
You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service.
Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers.
Financial Planner Requirements
- Essential: Level 4 Diploma in Financial Planning or equivalent
- Essential: Experience delivering full financial planning and ongoing reviews
- Essential: Use of cashflow modelling within advice
- Desirable: Chartered or working towards
- Desirable: Experience growing a client bank through referrals
The Company
A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development.
Financial Planner Benefits
- Salary circa £70,000 to £90,000 depending on experience
- OTE £100,000
- Monthly bonus on all new business written
- Additional tiered annual incentive
- Salary increases linked to recurring income growth
- Comprehensive back office and technology support
- Private medical insurance, life assurance, income protection, medicash
- 28 days holiday plus bank holidays
- Mileage reimbursement
Location Taunton, Tiverton or Yeovil, with flexibility across the region.
Locations
Financial Planner in Somerset, Taunton employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Somerset, Taunton
✨Tip Number 1
Network like a pro! Attend industry events, join local financial planning groups, and connect with other professionals on LinkedIn. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Show your passion for financial planning in interviews. Share stories about how you've helped clients achieve their goals and how you prioritise their needs over sales. This will resonate with firms that value a planning-led approach.
✨Tip Number 3
Prepare for interviews by researching the firm’s values and culture. Tailor your responses to show how your experience aligns with their focus on long-term financial planning and client relationships. It’s all about making that connection!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Plus, it makes it easier for us to keep track of your application!
We think you need these skills to ace Financial Planner in Somerset, Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience in delivering full financial planning and cashflow modelling.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our advisory firm. Be genuine and let your personality come through.
Showcase Your Client Relationship Skills: Since this role is all about building trust and strong relationships, make sure to include examples of how you've successfully grown a client bank through referrals in your application. We love to see those real-life stories!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s super easy and ensures your application goes straight to the right people. Don’t miss out on this opportunity!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge, especially around cashflow modelling and ongoing reviews. Be ready to discuss how you've used these skills in past roles, as this will show you're not just familiar with the concepts but can apply them effectively.
✨Understand the Company’s Values
Research the advisory firm’s commitment to long-term financial planning and their approach to client relationships. Be prepared to explain how your values align with theirs, particularly around prioritising client needs over product sales.
✨Prepare for Client Conversations
Think about how you would handle deep client conversations. Prepare examples of how you've built trust and rapport with clients in the past, as this role is all about fostering strong relationships and understanding what matters most to them.
✨Showcase Your Growth Mindset
Since the role involves growing a client bank organically, be ready to discuss your strategies for client referrals and how you've successfully expanded your client base in previous positions. Highlight any experience you have with building relationships that lead to referrals.