At a Glance
- 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, bonuses, comprehensive support, and generous holiday allowance.
- Other info: Flexible locations with opportunities for growth and development.
- Why this job: Make a real impact on clients' lives while enjoying a supportive work 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 job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This position 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.
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.
Financial Planner. Job in Taunton LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a leading national IFA in Taunton, Tiverton or Yeovil, where financial planning is at the heart of our operations. We offer a supportive work culture with comprehensive back office and technology assistance, allowing you to focus on building meaningful client relationships and delivering exceptional service. With competitive salaries, monthly bonuses, and ample opportunities for professional growth, we are committed to rewarding your hard work and dedication in a thriving environment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner. Job in Taunton LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join financial planning groups, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Showcase Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your skills in financial planning and cashflow modelling. Share examples of how you've helped clients achieve their goals – it’s all about demonstrating your value!
✨Leverage Technology
Use tech to your advantage! Familiarise yourself with the latest financial planning software and tools. Being tech-savvy not only makes your job easier but also shows employers that you’re ready to embrace modern solutions in your work.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Financial Planner. Job in Taunton LilyLifestyle Jobs
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 providing meaningful outcomes.
Showcase Your Experience:Don’t just list your previous roles; share specific examples of how you’ve successfully grown a client bank through referrals or delivered high-quality ongoing reviews. This will help us see your potential impact on our team.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨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
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 maintained long-term relationships. Highlighting your interpersonal skills will set you apart from other candidates.
✨Understand the Company’s Values
Research the firm’s commitment to financial planning over product sales. Be prepared to discuss how your values align with theirs and how you can contribute to their mission of delivering meaningful outcomes for clients. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and the support they provide to advisers. This not only demonstrates your interest in the role but also gives you a chance to assess if the company is the right fit for you. Remember, interviews are a two-way street!
