At a Glance
- Tasks: Join a dynamic team to provide meaningful financial planning and support clients' futures.
- Company: A leading national IFA prioritising long-term financial planning and adviser development.
- Benefits: Competitive salary, bonuses, comprehensive support, and generous holiday allowance.
- Other info: Flexible locations with opportunities for growth and strong back office support.
- 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 full financial planning required.
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 Financial Planner job 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 Financial Planner 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 Financial Planner 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 Financial Planner 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.
Senior Financial Advisor. 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 mission. We offer a supportive work culture that prioritises your professional growth, with comprehensive back office support and advanced technology to enhance client interactions. Enjoy competitive salaries, generous bonuses, and a commitment to work-life balance, making this an ideal environment for dedicated financial planners seeking meaningful and rewarding careers.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Advisor. Job in Taunton LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Attend local financial planning events or workshops in Taunton, Tiverton, and Yeovil. Meeting people face-to-face can lead to referrals and connections that might just land you that Senior Financial Advisor role.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media by sharing insights on financial planning. This not only demonstrates your knowledge but also helps build trust with potential clients and employers.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or having an interview, drop them a quick message to thank them for their time. It keeps you fresh in their mind and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it shows you’re serious about joining our team and committed to delivering top-notch financial planning.
We think you need these skills to ace Senior Financial Advisor. Job in Taunton LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Financial Advisor. Highlight your experience in full financial planning and cashflow modelling, as these are key aspects of the job. We want to see how your skills align with what we value!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you’ve built strong client relationships in the past. We love hearing personal stories that connect to our values.
Showcase Your Achievements:Don’t just list your responsibilities; show us what you’ve achieved! Whether it’s growing a client bank or delivering exceptional service, we want to know how you’ve made a difference in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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 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 grown a client bank through referrals and how you maintain those relationships over time.
✨Understand the Company’s Values
Familiarise yourself with the company's commitment to long-term financial planning and adviser support. Be prepared to explain how your values align with theirs and how you can contribute to their mission.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the company. Inquire about their approach to financial planning and how they support advisers in delivering high-quality service to clients.
