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- Tasks: Help clients achieve their financial goals through planning and advice.
- Company: Join a growing advisory firm that prioritises genuine financial planning.
- Benefits: Competitive salary, bonuses, comprehensive support, 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 growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and experience in client management.
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. This role is live due to business demand. 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 position 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.
This is an ideal role 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: 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.
Apply now to be considered for this Financial Planner job.
Financial Service Planner in 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 Service Planner in 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. Be ready to discuss how you prioritise client needs and deliver meaningful outcomes. Share examples of how you've used cashflow modelling to help clients make informed decisions.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values. We recommend checking out our website for openings at companies that prioritise proper financial planning over product sales. It’s all about finding the right fit!
✨Tip Number 4
Follow up after interviews! A simple thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in the interviewer's mind as they make their decision.
We think you need these skills to ace Financial Service Planner in 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. Mention your approach to building client relationships and your commitment to providing meaningful outcomes.
Showcase Your Client-Centric Approach: In your application, emphasise your experience in understanding client needs and delivering tailored advice. We want to see how you prioritise client conversations and ongoing reviews, so share specific examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being considered. It’s the easiest way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Planning Fundamentals
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 tools in past roles to deliver meaningful outcomes for clients.
✨Showcase Your Client Relationship Skills
This role is all about building trust and strong relationships with clients. Prepare examples of how you've successfully grown a client bank through referrals and how you prioritise client needs over product sales.
✨Demonstrate Your Value-Driven Approach
The company values a planning-led approach, so be prepared to explain how you align with this philosophy. Share instances where you've put clients' interests first and how that has led to successful long-term planning.
✨Familiarise Yourself with the Company Culture
Research the firm’s commitment to adviser support and development. During the interview, express how you appreciate their focus on proper financial planning and how you see yourself fitting into their structure and infrastructure.