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- 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, comprehensive support, and generous holiday allowance.
- Other info: Flexible locations with opportunities for growth and development.
- Why this job: Make a real difference in clients' lives while enjoying a supportive work environment.
- Qualifications: Level 4 Diploma in Financial Planning and experience in delivering full financial planning.
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
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
Taunton, Tiverton or Yeovil, with flexibility across the region.
Financial Planner in Taunton employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial 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. Share stories about how you've helped clients achieve their goals and the impact of your advice. This will demonstrate your commitment to client success and set you apart from the competition.
✨Tip Number 3
Leverage technology to your advantage. Familiarise yourself with cashflow modelling tools and other tech used in the industry. Being tech-savvy shows you're ready to hit the ground running and can enhance the client experience.
✨Tip Number 4
Don't forget to apply through our website! We have a range of resources and support to help you land that Financial Planner role. Plus, it shows you're serious about joining our team and committed to the values we uphold.
We think you need these skills to ace 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 with cashflow modelling and client management.
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 or provided exceptional service in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s quick and easy, and we can’t wait to see your application!
How to prepare for a job interview at Premier Jobs UK
✨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.
✨Showcase Your Client Relationship Skills
Since this role is all about building trust and strong relationships, think of examples where you've successfully grown a client bank through referrals. Prepare to share stories that highlight your ability to connect with clients and understand their needs.
✨Familiarise Yourself with the Company
Do some homework on the advisory firm you're interviewing with. Understand their values, approach to financial planning, and how they support their advisers. This will help you tailor your answers and demonstrate that you're genuinely interested in being part of their team.
✨Prepare Questions That Matter
Have a few thoughtful questions ready to ask at the end of the interview. Focus on topics like their approach to adviser support, opportunities for growth, and how they measure success. This shows you're engaged and thinking about your long-term fit within the company.