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- Tasks: Join a dynamic team to provide meaningful financial planning and support clients' futures.
- Company: A growing advisory firm prioritising client relationships over product sales.
- Benefits: Competitive salary, monthly bonuses, private medical insurance, and 28 days holiday.
- Other info: Flexible locations with a focus on long-term planning and adviser development.
- Why this job: Make a real impact on clients' lives while enjoying strong support and growth opportunities.
- Qualifications: Level 4 Diploma in Financial Planning and experience in full financial planning.
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 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.
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: 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.
Private Client Financial 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 Private Client Financial Planner in Taunton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join local meetups, or even hit up LinkedIn to find potential clients and colleagues. Remember, relationships are key in this business!
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it’s blog posts, videos, or social media updates, let people see how you can help them achieve their financial goals. This builds trust and attracts clients.
✨Tip Number 3
Don’t shy away from referrals! Ask your current clients for introductions to their friends and family. If you’ve built strong relationships, they’ll be more than happy to recommend you. Plus, word-of-mouth is one of the best ways to grow your client bank.
✨Tip Number 4
Apply through our website! We’re all about making the application process smooth and easy. By applying directly, you’ll get noticed quicker and have a better chance of landing that Financial Planner role. So, what are you waiting for? Go for it!
We think you need these skills to ace Private Client Financial Planner in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience in delivering full financial planning and ongoing reviews.
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 values-led approach. Don’t forget to mention your experience with cashflow modelling!
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. We love to see how you connect with clients!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being considered. It’s quick and easy, and we can’t wait to see your application come through!
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 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.
✨Understand the Company Culture
Research the advisory firm’s values and approach to financial planning. Be prepared to explain why their focus on proper financial planning resonates with you and how you can contribute to their mission.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview that show your interest in the role and the company. For example, inquire about their support for advisers and how they foster long-term client relationships.