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- Tasks: Help clients achieve their financial goals through tailored planning and ongoing support.
- Company: Join a leading advisory firm that prioritises genuine financial planning over sales.
- Benefits: Competitive salary, bonuses, comprehensive support, and generous holiday allowance.
- Other info: Enjoy a flexible work location with opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while growing your career in a supportive environment.
- Qualifications: Level 4 Diploma in Financial Planning and experience in delivering 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. 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 Yeovil 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 Yeovil
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend local events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Building relationships is key to landing that Financial Planner role.
✨Tip Number 2
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss your experience with cashflow modelling and full financial planning. Use real-life examples to demonstrate how you've helped clients achieve their goals. This will set you apart from the competition.
✨Tip Number 3
Don’t forget to follow up! After interviews or networking events, send a quick thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your passion for financial planning and how you can contribute to their team.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Financial Planner job. Plus, applying directly means you’ll be in the best position to showcase your fit for the role. So, what are you waiting for? Get your application in!
We think you need these skills to ace Financial Planner in Yeovil
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 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 long-term 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 build trust, so share specific examples of your successes!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to review your application and get you on the path to joining our team!
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 and how they can benefit 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.
✨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 align your answers with what they’re looking for.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview. Inquire about their support systems, technology use, and how they measure success for their Financial Planners. This shows your genuine interest in the role and the company.